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 | $63,790 | $209,411-69.5% | $178,490-64.3% | $158,922-59.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.76% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,378 | $5,706-40.8% | $5,011-32.6% | $4,761-29.1% |
| Participant deferral / active EE | $5,005 | $5,954-15.9% | $5,202-3.8% | $5,982-16.3% |
| Admin fee / account holder | $2,093 | $17,074-87.7% | $13,984-85.0% | $11,246-81.4% |