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 | $39,043 | $176,056-77.8% | $159,436-75.5% | $167,490-76.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.21% | 331.75%-320.5pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,412 | $5,297-54.5% | $4,829-50.1% | $4,837-50.1% |
| Participant deferral / active EE | $7,952 | $7,750+2.6% | $7,352+8.2% | $6,341+25.4% |
| Admin fee / account holder | $624 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |