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 | $42,527 | $105,181-59.6% | $159,436-73.3% | $85,850-50.5% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 14.05% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $6,371 | $3,318+92.0% | $4,829+31.9% | $2,565+148.4% |
| Participant deferral / active EE | $6,156 | $5,945+3.6% | $7,352-16.3% | $3,952+55.8% |
| Admin fee / account holder | $1,908 | $6,933-72.5% | $10,799-82.3% | $6,260-69.5% |