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 9-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 | $74,336 | $142,405-47.8% | $115,157-35.4% | $152,861-51.4% |
| Participation rate | 90.9% | 82.4%+8.6pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | 22.00% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,999 | $4,010-50.1% | $3,179-37.1% | $4,762-58.0% |
| Participant deferral / active EE | $3,179 | $5,164-38.4% | $4,168-23.7% | $5,850-45.7% |
| Admin fee / account holder | $25,206 | $8,462+197.9% | $7,088+255.6% | $11,596+117.4% |