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 | $47,332 | $60,323-21.5% | $81,812-42.1% | $74,495-36.5% |
| Participation rate | 87.3% | 62.9%+24.4pp | 72.3%+14.9pp | 67.2%+20.1pp |
| Annual return | 12.44% | 16.90%-4.5pp | 773.79%-761.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,880 | $2,620-28.2% | $2,912-35.4% | $2,623-28.3% |
| Participant deferral / active EE | $3,015 | $3,387-11.0% | $4,319-30.2% | $4,346-30.6% |
| Admin fee / account holder | $6,474 | $1,486+335.7% | $7,386-12.3% | $1,942+233.4% |