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 | $49,708 | $138,065-64.0% | $123,544-59.8% | $135,375-63.3% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | 1.06% | 153.68%-152.6pp | 119.20%-118.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,972 | $5,151-42.3% | $4,628-35.8% | $4,779-37.8% |
| Participant deferral / active EE | $3,588 | $6,799-47.2% | $6,426-44.2% | $5,609-36.0% |
| Admin fee / account holder | $712 | $10,916-93.5% | $9,284-92.3% | $10,827-93.4% |