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 | $33,725 | $227,553-85.2% | $189,557-82.2% | $167,490-79.9% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 15.21% | 78.40%-63.2pp | 64.17%-49.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,001 | $5,316-81.2% | $4,412-77.3% | $4,837-79.3% |
| Participant deferral / active EE | $5,093 | $7,002-27.3% | $6,174-17.5% | $6,341-19.7% |
| Admin fee / account holder | $2,820 | $11,878-76.3% | $9,807-71.2% | $12,309-77.1% |