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 | $48,186 | $60,243-20.0% | $86,612-44.4% | - |
| Participation rate | 72.7% | 60.8%+12.0pp | 71.7%+1.0pp | - |
| Annual return | 20.49% | 59.27%-38.8pp | 591.07%-570.6pp | - |
| Employer contribution / active EE | $2,386 | $2,261+5.5% | $3,022-21.0% | - |
| Participant deferral / active EE | $4,485 | $2,994+49.8% | $4,438+1.1% | - |
| Admin fee / account holder | $5,458 | $4,652+17.3% | $5,614-2.8% | - |