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 | $44,229 | $118,849-62.8% | $96,562-54.2% | $167,490-73.6% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.8pp |
| Annual return | 12.33% | 50.49%-38.2pp | 37.78%-25.5pp | 478.56%-466.2pp |
| Employer contribution / active EE | $6,707 | $3,120+115.0% | $2,356+184.6% | $4,837+38.6% |
| Participant deferral / active EE | $3,250 | $4,616-29.6% | $3,849-15.6% | $6,341-48.7% |
| Admin fee / account holder | $574 | $8,065-92.9% | $6,181-90.7% | $12,309-95.3% |