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 | $37,296 | $159,602-76.6% | $150,045-75.1% | $142,382-73.8% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 18.49% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,355 | $4,961-52.5% | $4,693-49.8% | $4,299-45.2% |
| Participant deferral / active EE | $4,042 | $8,310-51.4% | $7,997-49.5% | $6,507-37.9% |
| Admin fee / account holder | $4,993 | $14,846-66.4% | $13,435-62.8% | $12,624-60.4% |