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 4-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 | $32,327 | $114,381-71.7% | $107,525-69.9% | $142,382-77.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.16% | 242.71%-229.5pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,548 | $4,015-61.4% | $3,754-58.8% | $4,299-64.0% |
| Participant deferral / active EE | $7,160 | $5,564+28.7% | $5,116+40.0% | $6,507+10.0% |
| Admin fee / account holder | $1,783 | $9,860-81.9% | $8,919-80.0% | $12,624-85.9% |