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 | $50,044 | $98,750-49.3% | $149,696-66.6% | $79,858-37.3% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,072 | $3,216-66.7% | $4,644-76.9% | $2,471-56.6% |
| Participant deferral / active EE | $4,288 | $5,680-24.5% | $6,842-37.3% | $3,740+14.7% |
| Admin fee / account holder | $2,904 | $6,053-52.0% | $9,309-68.8% | $5,306-45.3% |