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 | $39,260 | $70,669-44.4% | $169,368-76.8% | $75,163-47.8% |
| Participation rate | 93.2% | 64.8%+28.4pp | 77.1%+16.0pp | 67.2%+26.0pp |
| Annual return | 23.79% | 36.36%-12.6pp | 405.60%-381.8pp | 160.62%-136.8pp |
| Employer contribution / active EE | $3,213 | $2,211+45.3% | $4,013-19.9% | $2,670+20.4% |
| Participant deferral / active EE | $8,079 | $4,311+87.4% | $6,221+29.9% | $4,125+95.8% |
| Admin fee / account holder | $2,112 | $5,402-60.9% | $9,003-76.5% | $5,651-62.6% |