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 5-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 | $57,285 | $154,117-62.8% | $129,995-55.9% | $139,434-58.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 22.52% | 32.48%-10.0pp | -137.18%+159.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,588 | $5,289-51.1% | $4,320-40.1% | $4,751-45.5% |
| Participant deferral / active EE | $19,997 | $6,710+198.0% | $5,820+243.6% | $6,710+198.0% |
| Admin fee / account holder | $3,508 | $14,007-75.0% | $10,614-67.0% | $11,403-69.2% |