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 | $66,356 | $198,466-66.6% | $170,442-61.1% | $147,584-55.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.55% | 257.29%-238.7pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,580 | $6,184-74.5% | $5,433-70.9% | $4,876-67.6% |
| Participant deferral / active EE | $5,612 | $5,629-0.3% | $4,939+13.6% | $5,439+3.2% |
| Admin fee / account holder | $1,237 | $16,852-92.7% | $13,880-91.1% | $10,885-88.6% |