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 | $47,353 | $98,750-52.0% | $149,696-68.4% | $79,858-40.7% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 21.86% | 27.43%-5.6pp | 276.60%-254.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,689 | $3,216-47.5% | $4,644-63.6% | $2,471-31.7% |
| Participant deferral / active EE | $3,860 | $5,680-32.0% | $6,842-43.6% | $3,740+3.2% |
| Admin fee / account holder | $488 | $6,053-91.9% | $9,309-94.8% | $5,306-90.8% |