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 | $68,424 | $107,334-36.3% | $92,893-26.3% | $152,861-55.2% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 23.42% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,397 | $4,221-66.9% | $3,653-61.8% | $4,762-70.7% |
| Participant deferral / active EE | $2,837 | $4,845-41.4% | $4,236-33.0% | $5,850-51.5% |
| Admin fee / account holder | $1,473 | $7,079-79.2% | $5,794-74.6% | $11,596-87.3% |