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 8-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 | $49,335 | $105,181-53.1% | $159,436-69.1% | $85,850-42.5% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 13.78% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,661 | $3,318-50.0% | $4,829-65.6% | $2,565-35.3% |
| Participant deferral / active EE | $3,988 | $5,945-32.9% | $7,352-45.8% | $3,952+0.9% |
| Admin fee / account holder | $4,922 | $6,933-29.0% | $10,799-54.4% | $6,260-21.4% |