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 | $61,250 | $172,478-64.5% | $145,661-58.0% | $142,382-57.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 15.26% | 151.09%-135.8pp | 101.46%-86.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,640 | $4,899-66.5% | $4,238-61.3% | $4,299-61.8% |
| Participant deferral / active EE | $3,330 | $8,348-60.1% | $7,198-53.7% | $6,507-48.8% |
| Admin fee / account holder | $2,323 | $16,864-86.2% | $12,466-81.4% | $12,624-81.6% |