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 | $46,707 | $217,402-78.5% | $185,823-74.9% | $167,490-72.1% |
| Participation rate | 87.0% | 86.0%+0.9pp | 81.7%+5.3pp | 82.1%+4.9pp |
| Annual return | 9.75% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $5,649 | $5,873-3.8% | $5,167+9.3% | $4,837+16.8% |
| Participant deferral / active EE | $2,824 | $6,356-55.6% | $5,568-49.3% | $6,341-55.5% |
| Admin fee / account holder | $25,049 | $19,811+26.4% | $16,237+54.3% | $12,309+103.5% |