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 | $24,113 | $148,534-83.8% | $135,903-82.3% | $139,434-82.7% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 29.74% | 79.19%-49.5pp | 68.23%-38.5pp | 372.94%-343.2pp |
| Employer contribution / active EE | $2,517 | $5,243-52.0% | $4,856-48.2% | $4,751-47.0% |
| Participant deferral / active EE | $2,922 | $8,100-63.9% | $7,758-62.3% | $6,710-56.5% |
| Admin fee / account holder | $1,406 | $12,400-88.7% | $10,762-86.9% | $11,403-87.7% |