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 10-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 | $53,325 | $165,335-67.7% | $149,696-64.4% | $158,922-66.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.32% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,553 | $5,103-30.4% | $4,644-23.5% | $4,761-25.4% |
| Participant deferral / active EE | $5,633 | $7,181-21.6% | $6,842-17.7% | $5,982-5.8% |
| Admin fee / account holder | $1,497 | $10,807-86.1% | $9,309-83.9% | $11,246-86.7% |