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 | $32,749 | $176,056-81.4% | $159,436-79.5% | $167,490-80.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.66% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,975 | $5,297-62.7% | $4,829-59.1% | $4,837-59.2% |
| Participant deferral / active EE | $4,172 | $7,750-46.2% | $7,352-43.3% | $6,341-34.2% |
| Admin fee / account holder | $530 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |