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 5-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 | $18,965 | $177,572-89.3% | $154,803-87.7% | $142,382-86.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 39.43% | 65.07%-25.6pp | 58.88%-19.5pp | 217.08%-177.6pp |
| Employer contribution / active EE | $2,670 | $4,810-44.5% | $4,305-38.0% | $4,299-37.9% |
| Participant deferral / active EE | $5,031 | $6,272-19.8% | $5,540-9.2% | $6,507-22.7% |
| Admin fee / account holder | $10,867 | $16,786-35.3% | $14,329-24.2% | $12,624-13.9% |