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 | $48,213 | $175,202-72.5% | $149,673-67.8% | $139,434-65.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.29% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,656 | $5,474-69.7% | $4,818-65.6% | $4,751-65.1% |
| Participant deferral / active EE | $4,114 | $6,519-36.9% | $5,680-27.6% | $6,710-38.7% |
| Admin fee / account holder | $414 | $16,150-97.4% | $13,210-96.9% | $11,403-96.4% |