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 | $48,811 | $85,202-42.7% | $172,739-71.7% | $72,985-33.1% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 25.65% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,176 | $3,324-34.6% | $5,143-57.7% | $2,440-10.8% |
| Participant deferral / active EE | $2,123 | $3,260-34.9% | $5,198-59.2% | $3,607-41.2% |
| Admin fee / account holder | $4,645 | $5,884-21.1% | $13,954-66.7% | $5,124-9.4% |