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 | $57,302 | $105,181-45.5% | $159,436-64.1% | $85,850-33.3% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.6pp | 69.3%+16.1pp |
| Annual return | 13.36% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,129 | $3,318-35.8% | $4,829-55.9% | $2,565-17.0% |
| Participant deferral / active EE | $5,033 | $5,945-15.3% | $7,352-31.5% | $3,952+27.4% |
| Admin fee / account holder | $2,233 | $6,933-67.8% | $10,799-79.3% | $6,260-64.3% |