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 | $67,155 | $94,752-29.1% | $112,887-40.5% | $139,434-51.8% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 13.54% | 40.88%-27.3pp | 34.10%-20.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $7,428 | $4,625+60.6% | $4,563+62.8% | $4,751+56.3% |
| Participant deferral / active EE | $7,411 | $6,512+13.8% | $6,513+13.8% | $6,710+10.4% |
| Admin fee / account holder | $4,020 | $8,527-52.9% | $7,047-43.0% | $11,403-64.7% |