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 | $44,647 | $109,982-59.4% | $97,226-54.1% | $145,922-69.4% |
| Participation rate | 93.3% | 75.9%+17.4pp | 72.7%+20.6pp | 80.3%+13.1pp |
| Annual return | 16.67% | 242.90%-226.2pp | 75.13%-58.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $5,815 | $3,084+88.6% | $2,729+113.1% | $4,660+24.8% |
| Participant deferral / active EE | $3,771 | $4,676-19.4% | $4,264-11.6% | $6,688-43.6% |
| Admin fee / account holder | $418 | $6,221-93.3% | $5,654-92.6% | $13,397-96.9% |