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 | $47,152 | $105,181-55.2% | $159,436-70.4% | $85,850-45.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 15.89% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,180 | $3,318-64.4% | $4,829-75.6% | $2,565-54.0% |
| Participant deferral / active EE | $3,283 | $5,945-44.8% | $7,352-55.4% | $3,952-16.9% |
| Admin fee / account holder | $460 | $6,933-93.4% | $10,799-95.7% | $6,260-92.7% |