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 | $64,583 | $90,348-28.5% | $75,972-15.0% | $145,922-55.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.72% | 620.88%-606.2pp | 359.55%-344.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,001 | $3,311-69.8% | $2,685-62.7% | $4,660-78.5% |
| Participant deferral / active EE | $1,625 | $5,162-68.5% | $4,255-61.8% | $6,688-75.7% |
| Admin fee / account holder | $1,524 | $8,467-82.0% | $6,467-76.4% | $13,397-88.6% |