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 | $49,280 | $91,190-46.0% | $178,490-72.4% | $79,858-38.3% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.6pp | 69.6%+20.8pp |
| Annual return | 17.79% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,383 | $3,256+34.6% | $5,011-12.5% | $2,471+77.4% |
| Participant deferral / active EE | $4,239 | $3,236+31.0% | $5,202-18.5% | $3,740+13.3% |
| Admin fee / account holder | $930 | $6,751-86.2% | $13,984-93.4% | $5,306-82.5% |