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 | $45,487 | $150,187-69.7% | $120,354-62.2% | $145,922-68.8% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 24.58% | 154.07%-129.5pp | 107.15%-82.6pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,625 | $4,348-62.6% | $3,463-53.1% | $4,660-65.1% |
| Participant deferral / active EE | $6,167 | $6,173-0.1% | $4,991+23.6% | $6,688-7.8% |
| Admin fee / account holder | $818 | $12,207-93.3% | $9,423-91.3% | $13,397-93.9% |