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 | $48,296 | $58,694-17.7% | $142,863-66.2% | $85,850-43.7% |
| Participation rate | 78.1% | 58.5%+19.6pp | 71.9%+6.2pp | 69.3%+8.8pp |
| Annual return | 16.32% | 27.72%-11.4pp | 5637.54%-5621.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,295 | $1,423+61.3% | $4,144-44.6% | $2,565-10.5% |
| Participant deferral / active EE | $4,439 | $2,607+70.3% | $3,837+15.7% | $3,952+12.3% |
| Admin fee / account holder | $1,157 | $4,239-72.7% | $6,560-82.4% | $6,260-81.5% |