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 | $49,774 | $65,409-23.9% | $98,442-49.4% | $85,850-42.0% |
| Participation rate | 74.1% | 65.0%+9.1pp | 73.3%+0.7pp | 69.3%+4.8pp |
| Annual return | 17.43% | 21.76%-4.3pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $4,379 | $2,168+102.0% | $2,960+48.0% | $2,565+70.7% |
| Participant deferral / active EE | $8,256 | $3,166+160.7% | $4,276+93.1% | $3,952+108.9% |
| Admin fee / account holder | $4,792 | $4,593+4.4% | $5,949-19.4% | $6,260-23.4% |