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 | $48,320 | $102,966-53.1% | $90,281-46.5% | $152,861-68.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 17.07% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,930 | $3,139-38.5% | $2,854-32.4% | $4,762-59.5% |
| Participant deferral / active EE | $3,267 | $4,281-23.7% | $3,885-15.9% | $5,850-44.2% |
| Admin fee / account holder | $835 | $6,171-86.5% | $5,351-84.4% | $11,596-92.8% |