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 | $56,642 | $84,233-32.8% | $170,442-66.8% | $70,131-19.2% |
| Participation rate | 97.9% | 70.8%+27.0pp | 83.6%+14.3pp | 69.5%+28.3pp |
| Annual return | 21.07% | 23.06%-2.0pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $976 | $3,387-71.2% | $5,433-82.0% | $2,342-58.4% |
| Participant deferral / active EE | $1,517 | $3,086-50.8% | $4,939-69.3% | $3,332-54.5% |
| Admin fee / account holder | $7,824 | $5,698+37.3% | $13,880-43.6% | $4,645+68.4% |