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 | $55,746 | $144,119-61.3% | $117,854-52.7% | $147,584-62.2% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 35.23% | 531.15%-495.9pp | 335.08%-299.8pp | 578.55%-543.3pp |
| Employer contribution / active EE | $1,389 | $4,896-71.6% | $3,786-63.3% | $4,876-71.5% |
| Participant deferral / active EE | $4,005 | $5,316-24.7% | $4,482-10.6% | $5,439-26.4% |
| Admin fee / account holder | $9,183 | $10,886-15.6% | $8,020+14.5% | $10,885-15.6% |