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 | $45,169 | $114,047-60.4% | $96,139-53.0% | $167,490-73.0% |
| Participation rate | 82.6% | 75.1%+7.5pp | 68.4%+14.2pp | 82.1%+0.5pp |
| Annual return | 18.25% | 189.88%-171.6pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,205 | $3,427-64.8% | $2,797-56.9% | $4,837-75.1% |
| Participant deferral / active EE | $4,976 | $5,194-4.2% | $4,349+14.4% | $6,341-21.5% |
| Admin fee / account holder | $2,267 | $6,897-67.1% | $5,537-59.1% | $12,309-81.6% |