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 | $52,928 | $112,881-53.1% | $90,951-41.8% | $158,922-66.7% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 24.50% | 215.79%-191.3pp | 134.60%-110.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $6,395 | $2,893+121.0% | $2,122+201.4% | $4,761+34.3% |
| Participant deferral / active EE | $8,518 | $4,128+106.4% | $3,373+152.5% | $5,982+42.4% |
| Admin fee / account holder | $939 | $8,041-88.3% | $5,959-84.2% | $11,246-91.7% |