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 | $80,309 | $105,181-23.6% | $159,436-49.6% | $85,850-6.5% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 17.11% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,281 | $3,318-31.3% | $4,829-52.8% | $2,565-11.1% |
| Participant deferral / active EE | $7,895 | $5,945+32.8% | $7,352+7.4% | $3,952+99.8% |
| Admin fee / account holder | $7,581 | $6,933+9.3% | $10,799-29.8% | $6,260+21.1% |