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 | $48,168 | $56,114-14.2% | $96,139-49.9% | $85,850-43.9% |
| Participation rate | 87.3% | 56.7%+30.6pp | 68.4%+18.9pp | 69.3%+18.0pp |
| Annual return | 14.86% | 42.30%-27.4pp | 191.94%-177.1pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,141 | $1,620+32.2% | $2,797-23.4% | $2,565-16.5% |
| Participant deferral / active EE | $4,321 | $2,859+51.1% | $4,349-0.6% | $3,952+9.3% |
| Admin fee / account holder | $814 | $3,768-78.4% | $5,537-85.3% | $6,260-87.0% |