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 | $64,813 | $121,625-46.7% | $104,607-38.0% | $158,922-59.2% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 14.53% | 465.26%-450.7pp | 340.46%-325.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,958 | $3,163-38.1% | $2,681-27.0% | $4,761-58.9% |
| Participant deferral / active EE | $4,571 | $4,177+9.4% | $3,740+22.2% | $5,982-23.6% |
| Admin fee / account holder | $1,938 | $7,787-75.1% | $6,473-70.1% | $11,246-82.8% |