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 4-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 | $59,375 | $114,381-48.1% | $107,525-44.8% | $142,382-58.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.90% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,789 | $4,015-30.5% | $3,754-25.7% | $4,299-35.1% |
| Participant deferral / active EE | $16,964 | $5,564+204.9% | $5,116+231.6% | $6,507+160.7% |
| Admin fee / account holder | $13,530 | $9,860+37.2% | $8,919+51.7% | $12,624+7.2% |