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 | $57,158 | $85,022-32.8% | $70,515-18.9% | $139,434-59.0% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.3%+24.0pp | 80.3%+12.0pp |
| Annual return | 17.49% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,781 | $3,909-54.4% | $2,973-40.1% | $4,751-62.5% |
| Participant deferral / active EE | $6,078 | $5,890+3.2% | $4,567+33.1% | $6,710-9.4% |
| Admin fee / account holder | $1,551 | $8,906-82.6% | $6,412-75.8% | $11,403-86.4% |