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 | $50,025 | $98,750-49.3% | $149,696-66.6% | $79,858-37.4% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 32.33% | 27.43%+4.9pp | 276.60%-244.3pp | 31.71%+0.6pp |
| Employer contribution / active EE | $2,702 | $3,216-16.0% | $4,644-41.8% | $2,471+9.3% |
| Participant deferral / active EE | $6,790 | $5,680+19.5% | $6,842-0.8% | $3,740+81.6% |
| Admin fee / account holder | $393 | $6,053-93.5% | $9,309-95.8% | $5,306-92.6% |