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 | $48,600 | $91,190-46.7% | $178,490-72.8% | $79,858-39.1% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 17.97% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,478 | $3,256-54.6% | $5,011-70.5% | $2,471-40.2% |
| Participant deferral / active EE | $4,289 | $3,236+32.5% | $5,202-17.5% | $3,740+14.7% |
| Admin fee / account holder | $9,598 | $6,751+42.2% | $13,984-31.4% | $5,306+80.9% |