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 | $63,800 | $175,202-63.6% | $149,673-57.4% | $139,434-54.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 15.07% | 166.71%-151.6pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,162 | $5,474-60.5% | $4,818-55.1% | $4,751-54.5% |
| Participant deferral / active EE | $6,162 | $6,519-5.5% | $5,680+8.5% | $6,710-8.2% |
| Admin fee / account holder | $2,784 | $16,150-82.8% | $13,210-78.9% | $11,403-75.6% |