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 | $45,635 | $107,334-57.5% | $92,893-50.9% | $152,861-70.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 25.22% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,811 | $4,221-57.1% | $3,653-50.4% | $4,762-62.0% |
| Participant deferral / active EE | $6,279 | $4,845+29.6% | $4,236+48.2% | $5,850+7.3% |
| Admin fee / account holder | $1,161 | $7,079-83.6% | $5,794-80.0% | $11,596-90.0% |