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 | $55,025 | $63,346-13.1% | $92,233-40.3% | $70,131-21.5% |
| Participation rate | 93.6% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.1pp |
| Annual return | 16.83% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $8,906 | $2,471+260.4% | $3,679+142.1% | $2,342+280.2% |
| Participant deferral / active EE | $1,721 | $2,854-39.7% | $3,897-55.8% | $3,332-48.3% |
| Admin fee / account holder | $5,616 | $3,840+46.3% | $5,194+8.1% | $4,645+20.9% |