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 | $36,765 | $144,119-74.5% | $117,854-68.8% | $147,584-75.1% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 12.87% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,215 | $4,896-54.8% | $3,786-41.5% | $4,876-54.6% |
| Participant deferral / active EE | $5,151 | $5,316-3.1% | $4,482+14.9% | $5,439-5.3% |
| Admin fee / account holder | $546 | $10,886-95.0% | $8,020-93.2% | $10,885-95.0% |