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 | $37,500 | $158,398-76.3% | $126,539-70.4% | $142,382-73.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 16.47% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,839 | $4,650-39.0% | $3,674-22.7% | $4,299-34.0% |
| Participant deferral / active EE | $8,532 | $4,767+79.0% | $4,083+109.0% | $6,507+31.1% |
| Admin fee / account holder | $4,556 | $6,918-34.2% | $6,065-24.9% | $12,624-63.9% |