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 | $28,874 | $165,335-82.5% | $149,696-80.7% | $158,922-81.8% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 16.67% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,306 | $5,103-35.2% | $4,644-28.8% | $4,761-30.6% |
| Participant deferral / active EE | $5,219 | $7,181-27.3% | $6,842-23.7% | $5,982-12.8% |
| Admin fee / account holder | $634 | $10,807-94.1% | $9,309-93.2% | $11,246-94.4% |