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 6-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 | $66,316 | $114,381-42.0% | $107,525-38.3% | $142,382-53.4% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 18.69% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,414 | $4,015-64.8% | $3,754-62.3% | $4,299-67.1% |
| Participant deferral / active EE | $5,197 | $5,564-6.6% | $5,116+1.6% | $6,507-20.1% |
| Admin fee / account holder | $1,248 | $9,860-87.3% | $8,919-86.0% | $12,624-90.1% |