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 | $71,998 | $175,202-58.9% | $149,673-51.9% | $139,434-48.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.54% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,672 | $5,474-69.5% | $4,818-65.3% | $4,751-64.8% |
| Participant deferral / active EE | $6,092 | $6,519-6.5% | $5,680+7.3% | $6,710-9.2% |
| Admin fee / account holder | $1,323 | $16,150-91.8% | $13,210-90.0% | $11,403-88.4% |