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 7-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 | $56,845 | $158,398-64.1% | $126,539-55.1% | $142,382-60.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 21.01% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $997 | $4,650-78.6% | $3,674-72.9% | $4,299-76.8% |
| Participant deferral / active EE | $2,293 | $4,767-51.9% | $4,083-43.8% | $6,507-64.8% |
| Admin fee / account holder | $1,552 | $6,918-77.6% | $6,065-74.4% | $12,624-87.7% |