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 | $40,712 | $180,028-77.4% | $138,135-70.5% | $158,922-74.4% |
| Participation rate | 76.9% | 82.2%-5.3pp | 78.7%-1.8pp | 82.0%-5.0pp |
| Annual return | 14.21% | 21.68%-7.5pp | 20.51%-6.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,475 | $7,717-67.9% | $6,431-61.5% | $5,982-58.6% |
| Admin fee / account holder | $1,391 | $17,912-92.2% | $11,856-88.3% | $11,246-87.6% |