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 6-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 | $56,522 | $99,877-43.4% | $84,966-33.5% | $145,922-61.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.12% | 83.76%-68.6pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,011 | $3,231-68.7% | $2,727-62.9% | $4,660-78.3% |
| Participant deferral / active EE | $9,472 | $5,291+79.0% | $4,519+109.6% | $6,688+41.6% |
| Admin fee / account holder | $525 | $7,248-92.8% | $6,149-91.5% | $13,397-96.1% |