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 | $60,740 | $158,398-61.7% | $126,539-52.0% | $142,382-57.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 15.12% | 593.76%-578.6pp | 425.95%-410.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,604 | $4,650-44.0% | $3,674-29.1% | $4,299-39.4% |
| Participant deferral / active EE | $7,251 | $4,767+52.1% | $4,083+77.6% | $6,507+11.4% |
| Admin fee / account holder | $2,627 | $6,918-62.0% | $6,065-56.7% | $12,624-79.2% |