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 | $38,939 | $89,355-56.4% | $141,162-72.4% | $72,985-46.6% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 21.86% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,403 | $3,114-22.8% | $4,735-49.2% | $2,440-1.5% |
| Participant deferral / active EE | $4,211 | $5,418-22.3% | $6,709-37.2% | $3,607+16.7% |
| Admin fee / account holder | $1,017 | $5,958-82.9% | $10,261-90.1% | $5,124-80.2% |