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 | $32,297 | $135,635-76.2% | $110,238-70.7% | $135,375-76.1% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | 7.55% | 513.19%-505.6pp | 314.74%-307.2pp | 519.73%-512.2pp |
| Employer contribution / active EE | $1,968 | $4,906-59.9% | $3,826-48.6% | $4,779-58.8% |
| Participant deferral / active EE | $2,794 | $5,506-49.3% | $4,672-40.2% | $5,609-50.2% |
| Admin fee / account holder | $1,842 | $11,457-83.9% | $8,547-78.4% | $10,827-83.0% |