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 | $38,440 | $165,335-76.8% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 9.66% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $7,070 | $5,103+38.6% | $4,644+52.2% | $4,761+48.5% |
| Participant deferral / active EE | $2,706 | $7,181-62.3% | $6,842-60.5% | $5,982-54.8% |
| Admin fee / account holder | $2,252 | $10,807-79.2% | $9,309-75.8% | $11,246-80.0% |