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 | $39,119 | $217,402-82.0% | $185,823-78.9% | $167,490-76.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.99% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,473 | $5,873-57.9% | $5,167-52.1% | $4,837-48.9% |
| Participant deferral / active EE | $5,003 | $6,356-21.3% | $5,568-10.1% | $6,341-21.1% |
| Admin fee / account holder | $882 | $19,811-95.5% | $16,237-94.6% | $12,309-92.8% |