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 | $48,870 | $99,020-50.6% | $86,590-43.6% | $147,584-66.9% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 17.29% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,804 | $3,132+21.5% | $2,839+34.0% | $4,876-22.0% |
| Participant deferral / active EE | $1,604 | $3,972-59.6% | $3,609-55.5% | $5,439-70.5% |
| Admin fee / account holder | $2,863 | $5,710-49.9% | $4,906-41.6% | $10,885-73.7% |