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 | $58,920 | $88,751-33.6% | $81,812-28.0% | $145,922-59.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 17.36% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $874 | $3,083-71.6% | $2,912-70.0% | $4,660-81.2% |
| Participant deferral / active EE | $2,670 | $4,643-42.5% | $4,319-38.2% | $6,688-60.1% |
| Admin fee / account holder | $343 | $8,415-95.9% | $7,386-95.4% | $13,397-97.4% |