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 | $45,809 | $60,124-23.8% | $90,404-49.3% | $79,858-42.6% |
| Participation rate | 73.9% | 65.0%+8.9pp | 72.7%+1.2pp | 69.6%+4.2pp |
| Annual return | 16.87% | 71.94%-55.1pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $290 | $2,068-86.0% | $3,262-91.1% | $2,471-88.3% |
| Participant deferral / active EE | $1,864 | $2,938-36.6% | $3,963-53.0% | $3,740-50.2% |
| Admin fee / account holder | $1,656 | $3,976-58.4% | $5,611-70.5% | $5,306-68.8% |