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 | $42,899 | $74,888-42.7% | $71,209-39.8% | $142,382-69.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 17.66% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,238 | $2,854+153.6% | $2,721+166.0% | $4,299+68.4% |
| Participant deferral / active EE | $2,747 | $4,454-38.3% | $4,175-34.2% | $6,507-57.8% |
| Admin fee / account holder | $5,164 | $5,568-7.3% | $5,349-3.5% | $12,624-59.1% |