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 9-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 | $25,625 | $165,335-84.5% | $149,696-82.9% | $158,922-83.9% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 20.50% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,058 | $5,103-59.7% | $4,644-55.7% | $4,761-56.8% |
| Participant deferral / active EE | $3,636 | $7,181-49.4% | $6,842-46.9% | $5,982-39.2% |
| Admin fee / account holder | $1,063 | $10,807-90.2% | $9,309-88.6% | $11,246-90.5% |