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 | $27,827 | $159,602-82.6% | $150,045-81.5% | $142,382-80.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.69% | 70.24%-46.5pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,397 | $4,961-51.7% | $4,693-48.9% | $4,299-44.2% |
| Participant deferral / active EE | $5,605 | $8,310-32.6% | $7,997-29.9% | $6,507-13.9% |
| Admin fee / account holder | $586 | $14,846-96.1% | $13,435-95.6% | $12,624-95.4% |