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 | $57,451 | $85,766-33.0% | $136,294-57.8% | $70,131-18.1% |
| Participation rate | 86.5% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 16.89% | 31.45%-14.6pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $7,370 | $2,966+148.5% | $4,695+57.0% | $2,342+214.6% |
| Participant deferral / active EE | $6,282 | $5,051+24.4% | $6,247+0.6% | $3,332+88.5% |
| Admin fee / account holder | $3,000 | $5,420-44.6% | $9,243-67.5% | $4,645-35.4% |