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 | $48,978 | $70,606-30.6% | $53,898-9.1% | $142,382-65.6% |
| Participation rate | 73.3% | 63.7%+9.6pp | 55.0%+18.4pp | 80.1%-6.8pp |
| Annual return | 15.57% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $506 | $1,202-57.9% | $932-45.7% | $4,299-88.2% |
| Participant deferral / active EE | $1,001 | $2,364-57.6% | $1,826-45.2% | $6,507-84.6% |
| Admin fee / account holder | $4,511 | $2,852+58.2% | $2,491+81.1% | $12,624-64.3% |