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 | $79,016 | $99,877-20.9% | $84,966-7.0% | $145,922-45.9% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 12.10% | 83.76%-71.7pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $7,459 | $3,231+130.8% | $2,727+173.5% | $4,660+60.1% |
| Participant deferral / active EE | $5,000 | $5,291-5.5% | $4,519+10.6% | $6,688-25.2% |
| Admin fee / account holder | $860 | $7,248-88.1% | $6,149-86.0% | $13,397-93.6% |