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 | $45,666 | $52,279-12.7% | $89,391-48.9% | $79,858-42.8% |
| Participation rate | 82.4% | 57.5%+24.8pp | 68.0%+14.4pp | 69.6%+12.7pp |
| Annual return | 27.43% | 22.16%+5.3pp | 245.62%-218.2pp | 31.71%-4.3pp |
| Employer contribution / active EE | $5,382 | $1,572+242.5% | $2,586+108.2% | $2,471+117.8% |
| Participant deferral / active EE | $8,261 | $2,740+201.5% | $3,890+112.4% | $3,740+120.9% |
| Admin fee / account holder | $5,533 | $3,356+64.9% | $4,881+13.4% | $5,306+4.3% |