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 | $57,372 | $144,119-60.2% | $117,854-51.3% | $147,584-61.1% |
| Participation rate | 73.9% | 83.4%-9.5pp | 79.7%-5.7pp | 82.8%-8.9pp |
| Annual return | 16.85% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,343 | $4,896-72.6% | $3,786-64.5% | $4,876-72.5% |
| Participant deferral / active EE | $3,830 | $5,316-28.0% | $4,482-14.5% | $5,439-29.6% |
| Admin fee / account holder | $1,368 | $10,886-87.4% | $8,020-82.9% | $10,885-87.4% |