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 | $54,569 | $144,119-62.1% | $117,854-53.7% | $147,584-63.0% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 13.80% | 531.15%-517.4pp | 335.08%-321.3pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,120 | $4,896-56.7% | $3,786-44.0% | $4,876-56.5% |
| Participant deferral / active EE | $5,773 | $5,316+8.6% | $4,482+28.8% | $5,439+6.1% |
| Admin fee / account holder | $13,613 | $10,886+25.1% | $8,020+69.7% | $10,885+25.1% |