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 | $47,919 | $118,849-59.7% | $96,562-50.4% | $167,490-71.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 13.14% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,322 | $3,120-57.6% | $2,356-43.9% | $4,837-72.7% |
| Participant deferral / active EE | $4,534 | $4,616-1.8% | $3,849+17.8% | $6,341-28.5% |
| Admin fee / account holder | $5,908 | $8,065-26.7% | $6,181-4.4% | $12,309-52.0% |