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 | $63,188 | $70,669-10.6% | $169,368-62.7% | $75,163-15.9% |
| Participation rate | 76.7% | 64.8%+12.0pp | 77.1%-0.4pp | 67.2%+9.6pp |
| Annual return | 16.83% | 36.36%-19.5pp | 405.60%-388.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,575 | $2,211-28.7% | $4,013-60.7% | $2,670-41.0% |
| Participant deferral / active EE | $3,107 | $4,311-27.9% | $6,221-50.1% | $4,125-24.7% |
| Admin fee / account holder | $4,222 | $5,402-21.9% | $9,003-53.1% | $5,651-25.3% |