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 | $47,888 | $102,317-53.2% | $146,958-67.4% | $80,856-40.8% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 15.60% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,469 | $3,713+20.4% | $4,933-9.4% | $2,755+62.2% |
| Participant deferral / active EE | $8,569 | $6,644+29.0% | $8,070+6.2% | $4,296+99.5% |
| Admin fee / account holder | $10,923 | $7,941+37.5% | $12,998-16.0% | $6,918+57.9% |