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 | $52,983 | $99,877-47.0% | $84,966-37.6% | $145,922-63.7% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 10.13% | 83.76%-73.6pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,327 | $3,231-28.0% | $2,727-14.7% | $4,660-50.1% |
| Participant deferral / active EE | $7,843 | $5,291+48.2% | $4,519+73.5% | $6,688+17.3% |
| Admin fee / account holder | $397 | $7,248-94.5% | $6,149-93.5% | $13,397-97.0% |