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 | $59,455 | $81,208-26.8% | $98,907-39.9% | $79,858-25.5% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 15.16% | 60.99%-45.8pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,885 | $1,960+149.3% | $2,689+81.7% | $2,471+97.7% |
| Participant deferral / active EE | $4,006 | $3,265+22.7% | $4,244-5.6% | $3,740+7.1% |
| Admin fee / account holder | $3,083 | $6,013-48.7% | $6,642-53.6% | $5,306-41.9% |