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 | $53,818 | $121,625-55.8% | $104,607-48.6% | $158,922-66.1% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 13.69% | 465.26%-451.6pp | 340.46%-326.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,400 | $3,163-55.7% | $2,681-47.8% | $4,761-70.6% |
| Participant deferral / active EE | $2,223 | $4,177-46.8% | $3,740-40.6% | $5,982-62.8% |
| Admin fee / account holder | $4,929 | $7,787-36.7% | $6,473-23.8% | $11,246-56.2% |