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 | $41,972 | $108,919-61.5% | $100,391-58.2% | $145,922-71.2% |
| Participation rate | 78.9% | 82.9%-4.0pp | 81.5%-2.5pp | 80.3%-1.3pp |
| Annual return | 11.87% | 57.88%-46.0pp | 49.20%-37.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,420 | $4,419-45.2% | $3,942-38.6% | $4,660-48.1% |
| Participant deferral / active EE | $7,643 | $8,445-9.5% | $8,082-5.4% | $6,688+14.3% |
| Admin fee / account holder | $1,196 | $9,689-87.7% | $7,899-84.9% | $13,397-91.1% |