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 | $65,927 | $105,181-37.3% | $159,436-58.6% | $85,850-23.2% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 23.92% | 45.07%-21.2pp | 263.57%-239.7pp | 318.53%-294.6pp |
| Employer contribution / active EE | $4,316 | $3,318+30.1% | $4,829-10.6% | $2,565+68.3% |
| Participant deferral / active EE | $9,052 | $5,945+52.3% | $7,352+23.1% | $3,952+129.1% |
| Admin fee / account holder | $300 | $6,933-95.7% | $10,799-97.2% | $6,260-95.2% |