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 | $44,516 | $89,753-50.4% | $107,525-58.6% | $84,808-47.5% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+28.9pp |
| Annual return | 13.71% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,474 | $3,113+43.7% | $3,754+19.2% | $2,631+70.1% |
| Participant deferral / active EE | $8,454 | $4,056+108.4% | $5,116+65.3% | $4,212+100.7% |
| Admin fee / account holder | $12,160 | $7,222+68.4% | $8,919+36.3% | $7,344+65.6% |