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 | $48,610 | $91,190-46.7% | $178,490-72.8% | $79,858-39.1% |
| Participation rate | 78.3% | 69.2%+9.1pp | 81.9%-3.7pp | 69.6%+8.6pp |
| Annual return | 14.64% | 24.19%-9.6pp | 151.07%-136.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,966 | $3,256-39.6% | $5,011-60.8% | $2,471-20.4% |
| Participant deferral / active EE | $4,307 | $3,236+33.1% | $5,202-17.2% | $3,740+15.1% |
| Admin fee / account holder | $907 | $6,751-86.6% | $13,984-93.5% | $5,306-82.9% |