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 | $57,609 | $183,519-68.6% | $155,509-63.0% | $145,922-60.5% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 17.89% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,151 | $5,313-78.3% | $4,672-75.4% | $4,660-75.3% |
| Participant deferral / active EE | $4,431 | $6,462-31.4% | $5,626-21.2% | $6,688-33.7% |
| Admin fee / account holder | $1,281 | $19,313-93.4% | $15,912-92.0% | $13,397-90.4% |