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 | $37,971 | $114,047-66.7% | $96,139-60.5% | $167,490-77.3% |
| Participation rate | 95.0% | 75.1%+19.9pp | 68.4%+26.6pp | 82.1%+12.9pp |
| Annual return | 14.00% | 189.88%-175.9pp | 191.94%-177.9pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,437 | $3,427+0.3% | $2,797+22.9% | $4,837-28.9% |
| Participant deferral / active EE | $4,294 | $5,194-17.3% | $4,349-1.3% | $6,341-32.3% |
| Admin fee / account holder | $2,861 | $6,897-58.5% | $5,537-48.3% | $12,309-76.8% |