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 | $38,380 | $102,966-62.7% | $90,281-57.5% | $152,861-74.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 22.35% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,701 | $3,139-45.8% | $2,854-40.4% | $4,762-64.3% |
| Participant deferral / active EE | $2,083 | $4,281-51.3% | $3,885-46.4% | $5,850-64.4% |
| Admin fee / account holder | $4,381 | $6,171-29.0% | $5,351-18.1% | $11,596-62.2% |