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 9-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 | $56,296 | $111,754-49.6% | $103,333-45.5% | $145,922-61.4% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 14.42% | 24.77%-10.3pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,813 | $4,212-33.2% | $3,868-27.3% | $4,660-39.6% |
| Participant deferral / active EE | $4,882 | $5,619-13.1% | $5,057-3.5% | $6,688-27.0% |
| Admin fee / account holder | $1,907 | $9,750-80.4% | $8,355-77.2% | $13,397-85.8% |