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 9-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 | $45,246 | $56,114-19.4% | $96,139-52.9% | $85,850-47.3% |
| Participation rate | 92.3% | 56.7%+35.6pp | 68.4%+23.9pp | 69.3%+23.0pp |
| Annual return | 17.79% | 42.30%-24.5pp | 191.94%-174.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,706 | $1,620+5.4% | $2,797-39.0% | $2,565-33.5% |
| Participant deferral / active EE | $6,706 | $2,859+134.5% | $4,349+54.2% | $3,952+69.7% |
| Admin fee / account holder | $1,049 | $3,768-72.2% | $5,537-81.0% | $6,260-83.2% |