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 | $56,136 | $121,625-53.8% | $104,607-46.3% | $158,922-64.7% |
| Participation rate | 82.6% | 77.5%+5.1pp | 74.1%+8.5pp | 82.0%+0.7pp |
| Annual return | 20.33% | 465.26%-444.9pp | 340.46%-320.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,563 | $3,163-50.6% | $2,681-41.7% | $4,761-67.2% |
| Participant deferral / active EE | $4,020 | $4,177-3.8% | $3,740+7.5% | $5,982-32.8% |
| Admin fee / account holder | $1,070 | $7,787-86.3% | $6,473-83.5% | $11,246-90.5% |