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 | $40,131 | $148,534-73.0% | $135,903-70.5% | $139,434-71.2% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,392 | $5,243-54.4% | $4,856-50.8% | $4,751-49.7% |
| Participant deferral / active EE | $5,015 | $8,100-38.1% | $7,758-35.4% | $6,710-25.3% |
| Admin fee / account holder | $7,577 | $12,400-38.9% | $10,762-29.6% | $11,403-33.5% |