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 | $35,345 | $210,648-83.2% | $177,989-80.1% | $145,922-75.8% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 11.13% | 385.86%-374.7pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,996 | $4,565-34.4% | $3,949-24.1% | $4,660-35.7% |
| Participant deferral / active EE | $4,767 | $6,958-31.5% | $6,276-24.0% | $6,688-28.7% |
| Admin fee / account holder | $1,380 | $12,013-88.5% | $10,363-86.7% | $13,397-89.7% |