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 | $64,448 | $217,402-70.4% | $185,823-65.3% | $167,490-61.5% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 13.61% | 148.36%-134.8pp | 122.05%-108.4pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,684 | $5,873-71.3% | $5,167-67.4% | $4,837-65.2% |
| Participant deferral / active EE | $4,273 | $6,356-32.8% | $5,568-23.3% | $6,341-32.6% |
| Admin fee / account holder | $1,714 | $19,811-91.3% | $16,237-89.4% | $12,309-86.1% |