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 | $48,032 | $95,416-49.7% | $185,823-74.2% | $85,850-44.1% |
| Participation rate | 93.1% | 68.8%+24.3pp | 81.7%+11.4pp | 69.3%+23.8pp |
| Annual return | 12.70% | 23.59%-10.9pp | 122.05%-109.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $5,750 | $3,314+73.5% | $5,167+11.3% | $2,565+124.2% |
| Participant deferral / active EE | $5,175 | $3,423+51.2% | $5,568-7.1% | $3,952+31.0% |
| Admin fee / account holder | $526 | $7,213-92.7% | $16,237-96.8% | $6,260-91.6% |