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 8-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 | $49,102 | $85,022-42.2% | $70,515-30.4% | $139,434-64.8% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 15.77% | 30.38%-14.6pp | 32.77%-17.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,582 | $3,909-59.5% | $2,973-46.8% | $4,751-66.7% |
| Participant deferral / active EE | $3,974 | $5,890-32.5% | $4,567-13.0% | $6,710-40.8% |
| Admin fee / account holder | $4,175 | $8,906-53.1% | $6,412-34.9% | $11,403-63.4% |