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 | $49,028 | $152,587-67.9% | $125,175-60.8% | $152,861-67.9% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 14.72% | 54.84%-40.1pp | 43.79%-29.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $4,059 | $4,946-17.9% | $3,865+5.0% | $4,762-14.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,749 | $13,434-64.7% | $9,702-51.1% | $11,596-59.1% |