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 | $83,568 | $203,436-58.9% | $152,466-45.2% | $167,490-50.1% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.2%-0.4pp | 82.1%-4.3pp |
| Annual return | 17.00% | 13.80%+3.2pp | 757.33%-740.3pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,346 | $5,220-55.1% | $4,327-45.8% | $4,837-51.5% |
| Participant deferral / active EE | $3,935 | $6,716-41.4% | $5,820-32.4% | $6,341-37.9% |
| Admin fee / account holder | $523 | $22,506-97.7% | $15,805-96.7% | $12,309-95.8% |