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 | $53,030 | $110,502-52.0% | $80,716-34.3% | $167,490-68.3% |
| Participation rate | 91.3% | 64.0%+27.3pp | 54.2%+37.1pp | 82.1%+9.2pp |
| Annual return | 18.30% | 120.54%-102.2pp | 87.28%-69.0pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,233 | $1,543-20.1% | $1,160+6.3% | $4,837-74.5% |
| Participant deferral / active EE | $2,996 | $2,871+4.4% | $2,146+39.6% | $6,341-52.8% |
| Admin fee / account holder | $364 | $4,545-92.0% | $3,380-89.2% | $12,309-97.0% |