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 | $75,103 | $98,750-23.9% | $149,696-49.8% | $79,858-6.0% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 24.68% | 27.43%-2.7pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,712 | $3,216-46.8% | $4,644-63.1% | $2,471-30.7% |
| Participant deferral / active EE | $5,166 | $5,680-9.0% | $6,842-24.5% | $3,740+38.1% |
| Admin fee / account holder | $12,398 | $6,053+104.8% | $9,309+33.2% | $5,306+133.6% |