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 | $54,111 | $64,839-16.5% | $95,585-43.4% | $84,808-36.2% |
| Participation rate | 82.2% | 63.8%+18.4pp | 72.1%+10.1pp | 68.3%+13.9pp |
| Annual return | 20.09% | -670.96%+691.1pp | 38.56%-18.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $7,293 | $1,759+314.7% | $2,527+188.7% | $2,631+177.2% |
| Participant deferral / active EE | $2,836 | $2,965-4.3% | $4,023-29.5% | $4,212-32.7% |
| Admin fee / account holder | $2,372 | $5,964-60.2% | $6,127-61.3% | $7,344-67.7% |