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 | $67,184 | $107,334-37.4% | $92,893-27.7% | $152,861-56.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 15.38% | 145.58%-130.2pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $6,745 | $4,221+59.8% | $3,653+84.6% | $4,762+41.6% |
| Participant deferral / active EE | $3,546 | $4,845-26.8% | $4,236-16.3% | $5,850-39.4% |
| Admin fee / account holder | $42,431 | $7,079+499.4% | $5,794+632.3% | $11,596+265.9% |