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 | $49,518 | $105,181-52.9% | $159,436-68.9% | $85,850-42.3% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 17.26% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,023 | $3,318-69.2% | $4,829-78.8% | $2,565-60.1% |
| Participant deferral / active EE | $8,639 | $5,945+45.3% | $7,352+17.5% | $3,952+118.6% |
| Admin fee / account holder | $3,052 | $6,933-56.0% | $10,799-71.7% | $6,260-51.2% |