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 | $47,267 | $198,466-76.2% | $170,442-72.3% | $147,584-68.0% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 20.78% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,276 | $6,184-63.2% | $5,433-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $6,096 | $5,629+8.3% | $4,939+23.4% | $5,439+12.1% |
| Admin fee / account holder | $346 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |