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 | $48,977 | $226,064-78.3% | $182,532-73.2% | $152,861-68.0% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 19.07% | 192.51%-173.4pp | 148.54%-129.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,962 | $4,978-20.4% | $4,076-2.8% | $4,762-16.8% |
| Participant deferral / active EE | $6,195 | $6,368-2.7% | $5,524+12.1% | $5,850+5.9% |
| Admin fee / account holder | $2,341 | $10,703-78.1% | $8,592-72.8% | $11,596-79.8% |