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 7-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 | $49,044 | $99,957-50.9% | $149,696-67.2% | $73,488-33.3% |
| Participation rate | 91.3% | 75.7%+15.6pp | 82.5%+8.9pp | 70.7%+20.7pp |
| Annual return | 17.01% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $824 | $3,191-74.2% | $4,644-82.3% | $2,270-63.7% |
| Participant deferral / active EE | $6,496 | $6,073+7.0% | $6,842-5.1% | $3,740+73.7% |
| Admin fee / account holder | $4,832 | $551+777.4% | $9,309-48.1% | $513+841.8% |