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 | $47,459 | $49,922-4.9% | $80,569-41.1% | $75,163-36.9% |
| Participation rate | 73.1% | 55.3%+17.8pp | 67.0%+6.1pp | 67.2%+5.9pp |
| Annual return | 30.13% | 34.69%-4.6pp | 935.43%-905.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $1,932 | $1,698+13.7% | $2,723-29.1% | $2,670-27.6% |
| Participant deferral / active EE | $4,693 | $2,990+56.9% | $4,447+5.5% | $4,125+13.8% |
| Admin fee / account holder | $1,323 | $3,577-63.0% | $5,377-75.4% | $5,651-76.6% |