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 | $44,668 | $226,064-80.2% | $182,532-75.5% | $152,861-70.8% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 24.59% | 192.51%-167.9pp | 148.54%-124.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,573 | $4,978-48.3% | $4,076-36.9% | $4,762-46.0% |
| Participant deferral / active EE | $2,064 | $6,368-67.6% | $5,524-62.6% | $5,850-64.7% |
| Admin fee / account holder | $1,264 | $10,703-88.2% | $8,592-85.3% | $11,596-89.1% |