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 | $55,100 | $114,381-51.8% | $107,525-48.8% | $142,382-61.3% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 18.13% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,091 | $4,015-23.0% | $3,754-17.7% | $4,299-28.1% |
| Participant deferral / active EE | $5,523 | $5,564-0.7% | $5,116+8.0% | $6,507-15.1% |
| Admin fee / account holder | $6,256 | $9,860-36.6% | $8,919-29.9% | $12,624-50.4% |