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 | $31,119 | $165,335-81.2% | $149,696-79.2% | $158,922-80.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.79% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,950 | $5,103-42.2% | $4,644-36.5% | $4,761-38.0% |
| Participant deferral / active EE | $4,961 | $7,181-30.9% | $6,842-27.5% | $5,982-17.1% |
| Admin fee / account holder | $2,620 | $10,807-75.8% | $9,309-71.9% | $11,246-76.7% |