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 | $35,652 | $85,202-58.2% | $172,739-79.4% | $72,985-51.2% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.6%+10.8pp | 69.5%+24.0pp |
| Annual return | 21.38% | 27.32%-5.9pp | 802.84%-781.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $6,234 | $3,324+87.5% | $5,143+21.2% | $2,440+155.5% |
| Participant deferral / active EE | $3,970 | $3,260+21.8% | $5,198-23.6% | $3,607+10.0% |
| Admin fee / account holder | $14,143 | $5,884+140.4% | $13,954+1.4% | $5,124+176.0% |