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 | $48,768 | $91,190-46.5% | $178,490-72.7% | $79,858-38.9% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | 14.92% | 24.19%-9.3pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,696 | $3,256-47.9% | $5,011-66.1% | $2,471-31.4% |
| Participant deferral / active EE | $2,107 | $3,236-34.9% | $5,202-59.5% | $3,740-43.7% |
| Admin fee / account holder | $3,843 | $6,751-43.1% | $13,984-72.5% | $5,306-27.6% |