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 | $34,836 | $102,966-66.2% | $90,281-61.4% | $152,861-77.2% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 20.73% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,420 | $3,139-54.8% | $2,854-50.3% | $4,762-70.2% |
| Participant deferral / active EE | $3,267 | $4,281-23.7% | $3,885-15.9% | $5,850-44.2% |
| Admin fee / account holder | $1,857 | $6,171-69.9% | $5,351-65.3% | $11,596-84.0% |