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 | $43,509 | $114,381-62.0% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.32% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,287 | $4,015-43.0% | $3,754-39.1% | $4,299-46.8% |
| Participant deferral / active EE | $7,097 | $5,564+27.6% | $5,116+38.7% | $6,507+9.1% |
| Admin fee / account holder | $3,048 | $9,860-69.1% | $8,919-65.8% | $12,624-75.9% |