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 | $48,270 | $105,181-54.1% | $159,436-69.7% | $85,850-43.8% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.8%+8.2pp | 69.3%+21.8pp |
| Annual return | 13.55% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,166 | $5,945+54.2% | $7,352+24.7% | $3,952+132.0% |
| Admin fee / account holder | $3,906 | $6,933-43.7% | $10,799-63.8% | $6,260-37.6% |