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 | $46,192 | $102,317-54.9% | $146,958-68.6% | $80,856-42.9% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 18.20% | 134.76%-116.6pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,768 | $3,713-25.4% | $4,933-43.9% | $2,755+0.5% |
| Participant deferral / active EE | $6,971 | $6,644+4.9% | $8,070-13.6% | $4,296+62.3% |
| Admin fee / account holder | $3,047 | $7,941-61.6% | $12,998-76.6% | $6,918-56.0% |