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 | $47,422 | $94,529-49.8% | $140,016-66.1% | $64,186-26.1% |
| Participation rate | 97.3% | 84.1%+13.2pp | 87.5%+9.8pp | 69.6%+27.7pp |
| Annual return | -1.90% | 7.77%-9.7pp | 651.12%-653.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,146 | $3,812-43.7% | $5,606-61.7% | $2,381-9.9% |
| Participant deferral / active EE | $5,313 | $5,250+1.2% | $6,927-23.3% | $3,470+53.1% |
| Admin fee / account holder | $2,937 | $6,741-56.4% | $10,705-72.6% | $4,888-39.9% |