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 | $45,963 | $118,849-61.3% | $96,562-52.4% | $167,490-72.6% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 13.70% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,000 | $3,120-3.8% | $2,356+27.3% | $4,837-38.0% |
| Participant deferral / active EE | $1,955 | $4,616-57.6% | $3,849-49.2% | $6,341-69.2% |
| Admin fee / account holder | $878 | $8,065-89.1% | $6,181-85.8% | $12,309-92.9% |