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 | $47,450 | $98,750-51.9% | $149,696-68.3% | $79,858-40.6% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+7.9pp |
| Annual return | 20.04% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,668 | $3,216-17.1% | $4,644-42.6% | $2,471+8.0% |
| Participant deferral / active EE | $5,404 | $5,680-4.9% | $6,842-21.0% | $3,740+44.5% |
| Admin fee / account holder | $1,358 | $6,053-77.6% | $9,309-85.4% | $5,306-74.4% |