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 | $45,691 | $107,334-57.4% | $92,893-50.8% | $152,861-70.1% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 16.37% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,065 | $4,221-51.1% | $3,653-43.5% | $4,762-56.6% |
| Participant deferral / active EE | $2,684 | $4,845-44.6% | $4,236-36.6% | $5,850-54.1% |
| Admin fee / account holder | $566 | $7,079-92.0% | $5,794-90.2% | $11,596-95.1% |