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 | $49,023 | $100,041-51.0% | $149,718-67.3% | $70,131-30.1% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.6pp |
| Annual return | 27.42% | 27.43%0pp | 1501.63%-1474.2pp | 73.14%-45.7pp |
| Employer contribution / active EE | $2,512 | $3,662-31.4% | $5,445-53.9% | $2,342+7.2% |
| Participant deferral / active EE | $8,333 | $4,983+67.3% | $6,569+26.9% | $3,332+150.1% |
| Admin fee / account holder | $2,262 | $8,286-72.7% | $11,283-80.0% | $4,645-51.3% |