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 9-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 | $49,641 | $101,069-50.9% | $81,478-39.1% | $147,584-66.4% |
| Participation rate | 94.1% | 74.5%+19.7pp | 68.0%+26.2pp | 82.8%+11.3pp |
| Annual return | 21.77% | 32.40%-10.6pp | 38.78%-17.0pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,497 | $3,205-53.3% | $2,568-41.7% | $4,876-69.3% |
| Participant deferral / active EE | $3,744 | $4,242-11.7% | $3,537+5.9% | $5,439-31.2% |
| Admin fee / account holder | $483 | $5,812-91.7% | $4,561-89.4% | $10,885-95.6% |