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 | $71,618 | $226,064-68.3% | $182,532-60.8% | $152,861-53.1% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.0%-1.5pp | 82.4%-6.0pp |
| Annual return | 20.91% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,283 | $4,978-74.2% | $4,076-68.5% | $4,762-73.1% |
| Participant deferral / active EE | $4,311 | $6,368-32.3% | $5,524-22.0% | $5,850-26.3% |
| Admin fee / account holder | $2,923 | $10,703-72.7% | $8,592-66.0% | $11,596-74.8% |