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 | $46,917 | $63,346-25.9% | $92,233-49.1% | $70,131-33.1% |
| Participation rate | 86.5% | 68.7%+17.8pp | 76.5%+10.0pp | 69.5%+16.9pp |
| Annual return | 16.86% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,085 | $2,471-15.6% | $3,679-43.3% | $2,342-11.0% |
| Participant deferral / active EE | $5,669 | $2,854+98.7% | $3,897+45.5% | $3,332+70.2% |
| Admin fee / account holder | $453 | $3,840-88.2% | $5,194-91.3% | $4,645-90.2% |