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 | $51,891 | $91,552-43.3% | $133,956-61.3% | $79,858-35.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | 18.19% | 61.85%-43.7pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,630 | $2,384+262.1% | $3,919+120.2% | $2,471+249.3% |
| Participant deferral / active EE | $4,257 | $3,733+14.0% | $5,048-15.7% | $3,740+13.8% |
| Admin fee / account holder | $1,082 | $6,321-82.9% | $8,927-87.9% | $5,306-79.6% |