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 | $56,313 | $176,056-68.0% | $159,436-64.7% | $167,490-66.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.52% | 331.75%-320.2pp | 263.57%-252.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $13,765 | $5,297+159.9% | $4,829+185.0% | $4,837+184.5% |
| Participant deferral / active EE | $3,755 | $7,750-51.5% | $7,352-48.9% | $6,341-40.8% |
| Admin fee / account holder | $1,903 | $12,554-84.8% | $10,799-82.4% | $12,309-84.5% |