See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,394 | $111,754-48.6% | $103,333-44.5% | $145,922-60.7% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,822 | $4,212-56.7% | $3,868-52.9% | $4,660-60.9% |
| Participant deferral / active EE | $6,239 | $5,619+11.0% | $5,057+23.4% | $6,688-6.7% |
| Admin fee / account holder | $4,552 | $9,750-53.3% | $8,355-45.5% | $13,397-66.0% |