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 | $49,316 | $63,346-22.1% | $92,233-46.5% | $70,131-29.7% |
| Participation rate | 87.4% | 68.7%+18.7pp | 76.5%+10.9pp | 69.5%+17.8pp |
| Annual return | 18.45% | 530.12%-511.7pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,600 | $2,471-35.3% | $3,679-56.5% | $2,342-31.7% |
| Participant deferral / active EE | $3,674 | $2,854+28.7% | $3,897-5.7% | $3,332+10.3% |
| Admin fee / account holder | $1,085 | $3,840-71.7% | $5,194-79.1% | $4,645-76.6% |