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 | $45,864 | $63,346-27.6% | $92,233-50.3% | $70,131-34.6% |
| Participation rate | 97.0% | 68.7%+28.3pp | 76.5%+20.5pp | 69.5%+27.4pp |
| Annual return | 19.25% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,924 | $2,471-22.2% | $3,679-47.7% | $2,342-17.9% |
| Participant deferral / active EE | $5,463 | $2,854+91.4% | $3,897+40.2% | $3,332+64.0% |
| Admin fee / account holder | $573 | $3,840-85.1% | $5,194-89.0% | $4,645-87.7% |