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 | $47,047 | $89,355-47.3% | $141,162-66.7% | $72,985-35.5% |
| Participation rate | 89.4% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.9pp |
| Annual return | 24.82% | 111.85%-87.0pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,128 | $3,114-63.8% | $4,735-76.2% | $2,440-53.8% |
| Participant deferral / active EE | $6,537 | $5,418+20.7% | $6,709-2.6% | $3,607+81.2% |
| Admin fee / account holder | $9,898 | $5,958+66.1% | $10,261-3.5% | $5,124+93.2% |