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 | $98,771 | $63,346+55.9% | $92,233+7.1% | $70,131+40.8% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 19.10% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $506 | $2,471-79.5% | $3,679-86.2% | $2,342-78.4% |
| Participant deferral / active EE | $2,832 | $2,854-0.8% | $3,897-27.3% | $3,332-15.0% |
| Admin fee / account holder | $8,364 | $3,840+117.8% | $5,194+61.0% | $4,645+80.1% |