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 8-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 | $62,463 | $111,754-44.1% | $103,333-39.6% | $145,922-57.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,089 | $4,212-74.2% | $3,868-71.9% | $4,660-76.6% |
| Participant deferral / active EE | $9,309 | $5,619+65.7% | $5,057+84.1% | $6,688+39.2% |
| Admin fee / account holder | $7,227 | $9,750-25.9% | $8,355-13.5% | $13,397-46.1% |