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 | $45,630 | $91,190-50.0% | $178,490-74.4% | $79,858-42.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.1pp |
| Annual return | 15.69% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,553 | $3,256-21.6% | $5,011-49.1% | $2,471+3.3% |
| Participant deferral / active EE | $4,766 | $3,236+47.3% | $5,202-8.4% | $3,740+27.4% |
| Admin fee / account holder | $1,001 | $6,751-85.2% | $13,984-92.8% | $5,306-81.1% |