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 | $23,075 | $228,332-89.9% | $185,823-87.6% | $158,922-85.5% |
| Participation rate | 73.7% | 82.3%-8.6pp | 78.0%-4.3pp | 82.0%-8.3pp |
| Annual return | 13.23% | 40.80%-27.6pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,763 | $4,967-64.5% | $4,087-56.9% | $4,761-63.0% |
| Participant deferral / active EE | $2,783 | $6,415-56.6% | $5,632-50.6% | $5,982-53.5% |
| Admin fee / account holder | $3,341 | $11,864-71.8% | $9,500-64.8% | $11,246-70.3% |