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 5-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 | $39,590 | $148,534-73.3% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 19.58% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,326 | $5,243-17.5% | $4,856-10.9% | $4,751-8.9% |
| Participant deferral / active EE | $13,090 | $8,100+61.6% | $7,758+68.7% | $6,710+95.1% |
| Admin fee / account holder | $3,935 | $12,400-68.3% | $10,762-63.4% | $11,403-65.5% |