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 | $52,680 | $46,553+13.2% | $64,056-17.8% | $75,163-29.9% |
| Participation rate | 73.2% | 65.9%+7.2pp | 72.3%+0.9pp | 67.2%+6.0pp |
| Annual return | 20.18% | 26.03%-5.9pp | 33.69%-13.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $7,058 | $1,974+257.6% | $2,747+157.0% | $2,670+164.4% |
| Participant deferral / active EE | $3,743 | $2,837+32.0% | $3,880-3.5% | $4,125-9.3% |
| Admin fee / account holder | $1,667 | $2,952-43.5% | $3,068-45.7% | $5,651-70.5% |