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 9-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 | $36,613 | $176,056-79.2% | $159,436-77.0% | $167,490-78.1% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 12.18% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,739 | $5,297-67.2% | $4,829-64.0% | $4,837-64.0% |
| Participant deferral / active EE | $5,115 | $7,750-34.0% | $7,352-30.4% | $6,341-19.3% |
| Admin fee / account holder | $2,122 | $12,554-83.1% | $10,799-80.4% | $12,309-82.8% |