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 | $49,212 | $30,400+61.9% | $53,898-8.7% | $84,808-42.0% |
| Participation rate | 70.0% | 46.4%+23.6pp | 55.0%+15.0pp | 68.3%+1.7pp |
| Annual return | 17.00% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,417 | $603+135.1% | $932+52.0% | $2,631-46.1% |
| Participant deferral / active EE | $3,381 | $1,199+182.1% | $1,826+85.1% | $4,212-19.7% |
| Admin fee / account holder | $980 | $1,993-50.8% | $2,491-60.7% | $7,344-86.7% |