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 5-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 | $46,234 | $201,272-77.0% | $184,203-74.9% | $145,922-68.3% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 17.74% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,932 | $7,022-58.3% | $6,427-54.4% | $4,660-37.1% |
| Participant deferral / active EE | $5,974 | $9,806-39.1% | $9,131-34.6% | $6,688-10.7% |
| Admin fee / account holder | $2,601 | $16,364-84.1% | $13,901-81.3% | $13,397-80.6% |