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 | $47,415 | $56,114-15.5% | $96,139-50.7% | $85,850-44.8% |
| Participation rate | 86.0% | 56.7%+29.3pp | 68.4%+17.6pp | 69.3%+16.7pp |
| Annual return | 15.16% | 42.30%-27.1pp | 191.94%-176.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,209 | $1,620-25.4% | $2,797-56.8% | $2,565-52.9% |
| Participant deferral / active EE | $2,806 | $2,859-1.9% | $4,349-35.5% | $3,952-29.0% |
| Admin fee / account holder | $407 | $3,768-89.2% | $5,537-92.6% | $6,260-93.5% |