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 | $51,815 | $111,754-53.6% | $103,333-49.9% | $145,922-64.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.42% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,098 | $4,212-50.2% | $3,868-45.8% | $4,660-55.0% |
| Participant deferral / active EE | $3,834 | $5,619-31.8% | $5,057-24.2% | $6,688-42.7% |
| Admin fee / account holder | $2,281 | $9,750-76.6% | $8,355-72.7% | $13,397-83.0% |