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 | $124,828 | $98,750+26.4% | $149,696-16.6% | $79,858+56.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.38% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,490 | $3,216-22.6% | $4,644-46.4% | $2,471+0.8% |
| Participant deferral / active EE | $5,299 | $5,680-6.7% | $6,842-22.6% | $3,740+41.7% |
| Admin fee / account holder | $22,665 | $6,053+274.5% | $9,309+143.5% | $5,306+327.1% |