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 | $48,375 | $176,056-72.5% | $159,436-69.7% | $167,490-71.1% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 43.05% | 331.75%-288.7pp | 263.57%-220.5pp | 478.56%-435.5pp |
| Employer contribution / active EE | $2,603 | $5,297-50.9% | $4,829-46.1% | $4,837-46.2% |
| Participant deferral / active EE | $4,469 | $7,750-42.3% | $7,352-39.2% | $6,341-29.5% |
| Admin fee / account holder | $1,001 | $12,554-92.0% | $10,799-90.7% | $12,309-91.9% |