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 | $49,580 | $152,587-67.5% | $125,175-60.4% | $152,861-67.6% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 20.38% | 54.84%-34.5pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,349 | $4,946-72.7% | $3,865-65.1% | $4,762-71.7% |
| Participant deferral / active EE | $4,423 | $5,868-24.6% | $4,937-10.4% | $5,850-24.4% |
| Admin fee / account holder | $16,668 | $13,434+24.1% | $9,702+71.8% | $11,596+43.7% |