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 | $78,112 | $198,466-60.6% | $170,442-54.2% | $147,584-47.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.34% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $6,210 | $6,184+0.4% | $5,433+14.3% | $4,876+27.4% |
| Participant deferral / active EE | $7,260 | $5,629+29.0% | $4,939+47.0% | $5,439+33.5% |
| Admin fee / account holder | $6,395 | $16,852-62.1% | $13,880-53.9% | $10,885-41.3% |