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 | $91,562 | $114,381-20.0% | $107,525-14.8% | $142,382-35.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 16.66% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,606 | $4,015-60.0% | $3,754-57.2% | $4,299-62.6% |
| Participant deferral / active EE | $4,462 | $5,564-19.8% | $5,116-12.8% | $6,507-31.4% |
| Admin fee / account holder | $17,690 | $9,860+79.4% | $8,919+98.3% | $12,624+40.1% |