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 | $48,125 | $100,041-51.9% | $149,718-67.9% | $70,131-31.4% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 17.79% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,828 | $3,662-50.1% | $5,445-66.4% | $2,342-22.0% |
| Participant deferral / active EE | $2,383 | $4,983-52.2% | $6,569-63.7% | $3,332-28.5% |
| Admin fee / account holder | $604 | $8,286-92.7% | $11,283-94.6% | $4,645-87.0% |