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 | $37,333 | $198,466-81.2% | $170,442-78.1% | $147,584-74.7% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 12.58% | 257.29%-244.7pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,873 | $6,184-69.7% | $5,433-65.5% | $4,876-61.6% |
| Participant deferral / active EE | $3,528 | $5,629-37.3% | $4,939-28.6% | $5,439-35.1% |
| Admin fee / account holder | $1,071 | $16,852-93.6% | $13,880-92.3% | $10,885-90.2% |