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 8-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 | $80,187 | $74,888+7.1% | $71,209+12.6% | $142,382-43.7% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 28.96% | 345.14%-316.2pp | 282.51%-253.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,180 | $2,854-58.7% | $2,721-56.6% | $4,299-72.5% |
| Participant deferral / active EE | $2,580 | $4,454-42.1% | $4,175-38.2% | $6,507-60.4% |
| Admin fee / account holder | $1,071 | $5,568-80.8% | $5,349-80.0% | $12,624-91.5% |