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 | $45,545 | $109,982-58.6% | $97,226-53.2% | $145,922-68.8% |
| Participation rate | 88.2% | 75.9%+12.3pp | 72.7%+15.5pp | 80.3%+8.0pp |
| Annual return | 23.59% | 242.90%-219.3pp | 75.13%-51.5pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,157 | $3,084+2.4% | $2,729+15.7% | $4,660-32.2% |
| Participant deferral / active EE | $3,673 | $4,676-21.4% | $4,264-13.9% | $6,688-45.1% |
| Admin fee / account holder | $4,747 | $6,221-23.7% | $5,654-16.0% | $13,397-64.6% |