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 | $78,440 | $112,096-30.0% | $95,952-18.3% | $158,922-50.6% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 25.05% | 171.09%-146.0pp | 91.61%-66.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,790 | $3,198-12.8% | $2,541+9.8% | $4,761-41.4% |
| Participant deferral / active EE | $13,171 | $4,784+175.3% | $4,167+216.1% | $5,982+120.2% |
| Admin fee / account holder | $1,350 | $10,130-86.7% | $6,795-80.1% | $11,246-88.0% |