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 10-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 | $51,355 | $179,726-71.4% | $156,263-67.1% | $142,382-63.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.52% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,563 | $5,069-29.7% | $4,333-17.8% | $4,299-17.1% |
| Participant deferral / active EE | $7,047 | $6,956+1.3% | $6,158+14.4% | $6,507+8.3% |
| Admin fee / account holder | $550 | $17,272-96.8% | $14,255-96.1% | $12,624-95.6% |