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 7-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 | $51,111 | $209,411-75.6% | $178,490-71.4% | $158,922-67.8% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 18.56% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,211 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $6,162 | $5,954+3.5% | $5,202+18.5% | $5,982+3.0% |
| Admin fee / account holder | $5,958 | $17,074-65.1% | $13,984-57.4% | $11,246-47.0% |