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 | $52,005 | $154,117-66.3% | $129,995-60.0% | $139,434-62.7% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 23.77% | 32.48%-8.7pp | -137.18%+161.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,365 | $5,289-55.3% | $4,320-45.3% | $4,751-50.2% |
| Participant deferral / active EE | $5,179 | $6,710-22.8% | $5,820-11.0% | $6,710-22.8% |
| Admin fee / account holder | $410 | $14,007-97.1% | $10,614-96.1% | $11,403-96.4% |