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 10-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 | $39,739 | $112,881-64.8% | $90,951-56.3% | $158,922-75.0% |
| Participation rate | 77.3% | 74.7%+2.5pp | 69.0%+8.3pp | 82.0%-4.7pp |
| Annual return | 20.80% | 215.79%-195.0pp | 134.60%-113.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,053 | $2,893-63.6% | $2,122-50.4% | $4,761-77.9% |
| Participant deferral / active EE | $2,568 | $4,128-37.8% | $3,373-23.9% | $5,982-57.1% |
| Admin fee / account holder | $8,041 | $8,0410% | $5,959+35.0% | $11,246-28.5% |