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 | $48,144 | $102,966-53.2% | $90,281-46.7% | $152,861-68.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 24.77% | 95.16%-70.4pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $475 | $3,139-84.9% | $2,854-83.4% | $4,762-90.0% |
| Participant deferral / active EE | $2,102 | $4,281-50.9% | $3,885-45.9% | $5,850-64.1% |
| Admin fee / account holder | $1,382 | $6,171-77.6% | $5,351-74.2% | $11,596-88.1% |