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 | $54,095 | $89,355-39.5% | $141,162-61.7% | $72,985-25.9% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 21.85% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,770 | $3,114-11.1% | $4,735-41.5% | $2,440+13.5% |
| Participant deferral / active EE | $5,512 | $5,418+1.7% | $6,709-17.8% | $3,607+52.8% |
| Admin fee / account holder | $1,197 | $5,958-79.9% | $10,261-88.3% | $5,124-76.6% |