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 | $92,219 | $81,460+13.2% | $103,333-10.8% | $80,856+14.1% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 76.86% | 25.55%+51.3pp | 24.88%+52.0pp | 35.59%+41.3pp |
| Employer contribution / active EE | $1,554 | $3,105-50.0% | $3,868-59.8% | $2,755-43.6% |
| Participant deferral / active EE | $4,567 | $3,869+18.1% | $5,057-9.7% | $4,296+6.3% |
| Admin fee / account holder | $18,257 | $6,566+178.0% | $8,355+118.5% | $6,918+163.9% |