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 | $60,451 | $175,202-65.5% | $149,673-59.6% | $139,434-56.6% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 21.98% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,991 | $5,474-63.6% | $4,818-58.7% | $4,751-58.1% |
| Participant deferral / active EE | $7,221 | $6,519+10.8% | $5,680+27.1% | $6,710+7.6% |
| Admin fee / account holder | $5,580 | $16,150-65.4% | $13,210-57.8% | $11,403-51.1% |