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 | $53,259 | $85,766-37.9% | $136,294-60.9% | $70,131-24.1% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 40.86% | 31.45%+9.4pp | 5155.94%-5115.1pp | 73.14%-32.3pp |
| Employer contribution / active EE | $5,643 | $2,966+90.2% | $4,695+20.2% | $2,342+140.9% |
| Participant deferral / active EE | $6,416 | $5,051+27.0% | $6,247+2.7% | $3,332+92.6% |
| Admin fee / account holder | $2,229 | $5,420-58.9% | $9,243-75.9% | $4,645-52.0% |