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 | $48,408 | $106,890-54.7% | $84,015-42.4% | $152,861-68.3% |
| Participation rate | 91.3% | 75.2%+16.1pp | 69.0%+22.3pp | 82.4%+8.9pp |
| Annual return | 25.96% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.4pp |
| Employer contribution / active EE | $944 | $2,734-65.5% | $1,983-52.4% | $4,762-80.2% |
| Participant deferral / active EE | $3,429 | $4,011-14.5% | $3,239+5.9% | $5,850-41.4% |
| Admin fee / account holder | $859 | $8,285-89.6% | $6,101-85.9% | $11,596-92.6% |