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 9-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 | $48,877 | $109,881-55.5% | $150,045-67.4% | $84,808-42.4% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 18.27% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,062 | $3,561-14.0% | $4,693-34.8% | $2,631+16.4% |
| Participant deferral / active EE | $5,511 | $6,636-17.0% | $7,997-31.1% | $4,212+30.8% |
| Admin fee / account holder | $2,654 | $8,568-69.0% | $13,435-80.2% | $7,344-63.9% |