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 | $46,736 | $54,705-14.6% | $71,209-34.4% | $84,808-44.9% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 23.71% | 35.90%-12.2pp | 282.51%-258.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,808 | $2,158+30.1% | $2,721+3.2% | $2,631+6.7% |
| Participant deferral / active EE | $5,935 | $3,030+95.8% | $4,175+42.1% | $4,212+40.9% |
| Admin fee / account holder | $1,202 | $4,863-75.3% | $5,349-77.5% | $7,344-83.6% |