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 6-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 | $47,039 | $185,822-74.7% | $169,993-72.3% | $139,434-66.3% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 24.20% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $6,699 | $7,590-11.7% | $6,785-1.3% | $4,751+41.0% |
| Participant deferral / active EE | $14,505 | $11,622+24.8% | $10,408+39.4% | $6,710+116.2% |
| Admin fee / account holder | $5,461 | $15,381-64.5% | $12,815-57.4% | $11,403-52.1% |