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 | $44,583 | $77,503-42.5% | $100,391-55.6% | $80,856-44.9% |
| Participation rate | 75.8% | 76.9%-1.2pp | 81.5%-5.7pp | 67.6%+8.2pp |
| Annual return | 23.19% | 37.20%-14.0pp | 49.20%-26.0pp | 35.59%-12.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,861 | $6,820+59.2% | $8,082+34.4% | $4,296+152.8% |
| Admin fee / account holder | $4,743 | $5,897-19.6% | $7,899-40.0% | $6,918-31.4% |