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 | $29,276 | $183,519-84.0% | $155,509-81.2% | $145,922-79.9% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 19.73% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,455 | $5,313-53.8% | $4,672-47.5% | $4,660-47.3% |
| Participant deferral / active EE | $5,034 | $6,462-22.1% | $5,626-10.5% | $6,688-24.7% |
| Admin fee / account holder | $1,179 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |