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 | $52,633 | $112,881-53.4% | $90,951-42.1% | $158,922-66.9% |
| Participation rate | 95.5% | 74.7%+20.7pp | 69.0%+26.4pp | 82.0%+13.5pp |
| Annual return | 14.69% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,574 | $2,893+92.7% | $2,122+162.7% | $4,761+17.1% |
| Participant deferral / active EE | $1,819 | $4,128-55.9% | $3,373-46.1% | $5,982-69.6% |
| Admin fee / account holder | $646 | $8,041-92.0% | $5,959-89.2% | $11,246-94.3% |