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 | $82,485 | $165,984-50.3% | $164,813-50.0% | $145,922-43.5% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 15.72% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,978 | $5,273-24.6% | $4,341-8.4% | $4,660-14.6% |
| Participant deferral / active EE | $9,522 | $6,959+36.8% | $6,031+57.9% | $6,688+42.4% |
| Admin fee / account holder | $2,344 | $16,648-85.9% | $12,690-81.5% | $13,397-82.5% |