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 | $38,237 | $144,119-73.5% | $117,854-67.6% | $147,584-74.1% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 16.09% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,160 | $4,896-76.3% | $3,786-69.4% | $4,876-76.2% |
| Participant deferral / active EE | $2,718 | $5,316-48.9% | $4,482-39.4% | $5,439-50.0% |
| Admin fee / account holder | $2,119 | $10,886-80.5% | $8,020-73.6% | $10,885-80.5% |