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 | $72,701 | $175,202-58.5% | $149,673-51.4% | $139,434-47.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.39% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,921 | $5,474-64.9% | $4,818-60.1% | $4,751-59.6% |
| Participant deferral / active EE | $12,937 | $6,519+98.5% | $5,680+127.8% | $6,710+92.8% |
| Admin fee / account holder | $1,639 | $16,150-89.9% | $13,210-87.6% | $11,403-85.6% |