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 8-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 | $48,405 | $112,881-57.1% | $90,951-46.8% | $158,922-69.5% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 17.33% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $13,408 | $2,893+363.4% | $2,122+531.9% | $4,761+181.6% |
| Participant deferral / active EE | $6,158 | $4,128+49.2% | $3,373+82.6% | $5,982+2.9% |
| Admin fee / account holder | $19,136 | $8,041+138.0% | $5,959+221.1% | $11,246+70.2% |