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 | $58,261 | $39,019+49.3% | $80,716-27.8% | $85,850-32.1% |
| Participation rate | 93.1% | 41.5%+51.6pp | 54.2%+38.9pp | 69.3%+23.8pp |
| Annual return | 13.89% | 26.27%-12.4pp | 87.28%-73.4pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,723 | $722+277.1% | $1,160+134.7% | $2,565+6.2% |
| Participant deferral / active EE | $5,738 | $1,326+332.9% | $2,146+167.4% | $3,952+45.2% |
| Admin fee / account holder | $6,631 | $2,431+172.8% | $3,380+96.2% | $6,260+5.9% |