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 | $45,990 | $126,574-63.7% | $106,213-56.7% | $145,922-68.5% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 8.56% | 224.79%-216.2pp | 116.14%-107.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $7,288 | $3,730+95.4% | $3,171+129.8% | $4,660+56.4% |
| Participant deferral / active EE | $1,810 | $5,724-68.4% | $5,016-63.9% | $6,688-72.9% |
| Admin fee / account holder | $2,415 | $17,304-86.0% | $11,033-78.1% | $13,397-82.0% |