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 | $57,214 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.18% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $5,278 | $5,103+3.4% | $4,644+13.6% | $4,761+10.9% |
| Participant deferral / active EE | $5,278 | $7,181-26.5% | $6,842-22.9% | $5,982-11.8% |
| Admin fee / account holder | $2,343 | $10,807-78.3% | $9,309-74.8% | $11,246-79.2% |