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 | $41,449 | $98,750-58.0% | $149,696-72.3% | $79,858-48.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 22.93% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $2,458 | $3,216-23.6% | $4,644-47.1% | $2,471-0.5% |
| Participant deferral / active EE | $4,258 | $5,680-25.0% | $6,842-37.8% | $3,740+13.9% |
| Admin fee / account holder | $830 | $6,053-86.3% | $9,309-91.1% | $5,306-84.4% |