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 | $33,882 | $228,332-85.2% | $185,823-81.8% | $158,922-78.7% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 9.07% | 40.80%-31.7pp | 35.95%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,048 | $4,967-78.9% | $4,087-74.4% | $4,761-78.0% |
| Participant deferral / active EE | $3,357 | $6,415-47.7% | $5,632-40.4% | $5,982-43.9% |
| Admin fee / account holder | $3,826 | $11,864-67.8% | $9,500-59.7% | $11,246-66.0% |