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 | $48,958 | $99,877-51.0% | $84,966-42.4% | $145,922-66.4% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+8.0pp |
| Annual return | 10.46% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,978 | $3,231-38.8% | $2,727-27.5% | $4,660-57.6% |
| Participant deferral / active EE | $4,602 | $5,291-13.0% | $4,519+1.8% | $6,688-31.2% |
| Admin fee / account holder | $776 | $7,248-89.3% | $6,149-87.4% | $13,397-94.2% |