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 | $49,785 | $74,927-33.6% | $101,794-51.1% | $84,808-41.3% |
| Participation rate | 83.7% | 61.4%+22.3pp | 69.2%+14.5pp | 68.3%+15.4pp |
| Annual return | 93.84% | 18.70%+75.1pp | 30.53%+63.3pp | 40.90%+52.9pp |
| Employer contribution / active EE | $1,085 | $1,522-28.7% | $2,289-52.6% | $2,631-58.8% |
| Participant deferral / active EE | $1,457 | $3,099-53.0% | $4,084-64.3% | $4,212-65.4% |
| Admin fee / account holder | $595 | $6,514-90.9% | $8,777-93.2% | $7,344-91.9% |