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 | $54,653 | $105,181-48.0% | $159,436-65.7% | $85,850-36.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 16.23% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,236 | $3,318-32.6% | $4,829-53.7% | $2,565-12.8% |
| Participant deferral / active EE | $7,358 | $5,945+23.8% | $7,352+0.1% | $3,952+86.2% |
| Admin fee / account holder | $2,276 | $6,933-67.2% | $10,799-78.9% | $6,260-63.6% |