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 | $48,297 | $65,561-26.3% | $86,188-44.0% | $75,163-35.7% |
| Participation rate | 97.8% | 60.5%+37.3pp | 69.0%+28.8pp | 67.2%+30.6pp |
| Annual return | 15.83% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $914 | $1,553-41.1% | $2,380-61.6% | $2,670-65.8% |
| Participant deferral / active EE | $4,133 | $3,024+36.7% | $3,985+3.7% | $4,125+0.2% |
| Admin fee / account holder | $371 | $5,474-93.2% | $6,852-94.6% | $5,651-93.4% |