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 | $66,441 | $98,750-32.7% | $149,696-55.6% | $79,858-16.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 27.11% | 27.43%-0.3pp | 276.60%-249.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $1,884 | $3,216-41.4% | $4,644-59.4% | $2,471-23.8% |
| Participant deferral / active EE | $5,086 | $5,680-10.5% | $6,842-25.7% | $3,740+36.0% |
| Admin fee / account holder | $855 | $6,053-85.9% | $9,309-90.8% | $5,306-83.9% |