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 | $48,398 | $54,705-11.5% | $71,209-32.0% | $84,808-42.9% |
| Participation rate | 78.3% | 64.1%+14.2pp | 73.8%+4.5pp | 68.3%+9.9pp |
| Annual return | 17.57% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,503 | $2,158+108.7% | $2,721+65.5% | $2,631+71.1% |
| Participant deferral / active EE | $9,835 | $3,030+224.6% | $4,175+135.6% | $4,212+133.5% |
| Admin fee / account holder | $9,983 | $4,863+105.3% | $5,349+86.6% | $7,344+35.9% |