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 | $49,675 | $98,750-49.7% | $149,696-66.8% | $79,858-37.8% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 38.20% | 27.43%+10.8pp | 276.60%-238.4pp | 31.71%+6.5pp |
| Employer contribution / active EE | $1,946 | $3,216-39.5% | $4,644-58.1% | $2,471-21.2% |
| Participant deferral / active EE | $6,222 | $5,680+9.5% | $6,842-9.1% | $3,740+66.4% |
| Admin fee / account holder | $3,457 | $6,053-42.9% | $9,309-62.9% | $5,306-34.8% |