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 | $48,688 | $91,552-46.8% | $133,956-63.7% | $79,858-39.0% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.2pp |
| Annual return | 12.62% | 61.85%-49.2pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,856 | $2,384-22.1% | $3,919-52.6% | $2,471-24.9% |
| Participant deferral / active EE | $8,368 | $3,733+124.1% | $5,048+65.8% | $3,740+123.7% |
| Admin fee / account holder | $3,334 | $6,321-47.3% | $8,927-62.7% | $5,306-37.2% |