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 | $57,393 | $149,679-61.7% | $117,039-51.0% | $147,584-61.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 10.67% | 19.31%-8.6pp | 18.95%-8.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $888 | $4,937-82.0% | $3,785-76.5% | $4,876-81.8% |
| Participant deferral / active EE | $4,365 | $4,912-11.1% | $3,929+11.1% | $5,439-19.8% |
| Admin fee / account holder | $1,678 | $7,856-78.6% | $5,974-71.9% | $10,885-84.6% |