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 | $31,453 | $183,519-82.9% | $155,509-79.8% | $145,922-78.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 18.22% | 61.17%-42.9pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,317 | $5,313-37.6% | $4,672-29.0% | $4,660-28.8% |
| Participant deferral / active EE | $5,642 | $6,462-12.7% | $5,626+0.3% | $6,688-15.6% |
| Admin fee / account holder | $1,861 | $19,313-90.4% | $15,912-88.3% | $13,397-86.1% |