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 | $86,062 | $48,046+79.1% | $84,611+1.7% | $72,985+17.9% |
| Participation rate | 97.0% | 57.6%+39.4pp | 68.2%+28.7pp | 69.5%+27.5pp |
| Annual return | 18.54% | 37.38%-18.8pp | 258.74%-240.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,062 | $1,602+28.7% | $2,652-22.3% | $2,440-15.5% |
| Participant deferral / active EE | $5,433 | $2,680+102.7% | $3,899+39.4% | $3,607+50.6% |
| Admin fee / account holder | $10,056 | $3,395+196.2% | $4,912+104.7% | $5,124+96.2% |