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 | $56,128 | $89,355-37.2% | $141,162-60.2% | $72,985-23.1% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 148.64% | 111.85%+36.8pp | 71.39%+77.3pp | 81.00%+67.6pp |
| Employer contribution / active EE | $1,514 | $3,114-51.4% | $4,735-68.0% | $2,440-37.9% |
| Participant deferral / active EE | $4,956 | $5,418-8.5% | $6,709-26.1% | $3,607+37.4% |
| Admin fee / account holder | $1,267 | $5,958-78.7% | $10,261-87.7% | $5,124-75.3% |