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 | $45,369 | $105,181-56.9% | $159,436-71.5% | $85,850-47.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 17.97% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $6,986 | $3,318+110.5% | $4,829+44.7% | $2,565+172.4% |
| Participant deferral / active EE | $6,825 | $5,945+14.8% | $7,352-7.2% | $3,952+72.7% |
| Admin fee / account holder | $5,266 | $6,933-24.0% | $10,799-51.2% | $6,260-15.9% |