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 | $43,139 | $156,846-72.5% | $121,098-64.4% | $139,434-69.1% |
| Participation rate | 94.7% | 76.4%+18.3pp | 69.5%+25.3pp | 80.3%+14.4pp |
| Annual return | 16.47% | 1474.56%-1458.1pp | 985.75%-969.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,609 | $5,536-34.8% | $4,164-13.3% | $4,751-24.0% |
| Participant deferral / active EE | $7,636 | $4,844+57.6% | $4,080+87.2% | $6,710+13.8% |
| Admin fee / account holder | $2,381 | $6,946-65.7% | $5,644-57.8% | $11,403-79.1% |