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 | $49,264 | $198,466-75.2% | $170,442-71.1% | $147,584-66.6% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 10.55% | 257.29%-246.7pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $8,584 | $6,184+38.8% | $5,433+58.0% | $4,876+76.0% |
| Participant deferral / active EE | $2,166 | $5,629-61.5% | $4,939-56.2% | $5,439-60.2% |
| Admin fee / account holder | $781 | $16,852-95.4% | $13,880-94.4% | $10,885-92.8% |