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 | $45,465 | $144,119-68.5% | $117,854-61.4% | $147,584-69.2% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 15.41% | 531.15%-515.7pp | 335.08%-319.7pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,568 | $4,896-68.0% | $3,786-58.6% | $4,876-67.8% |
| Participant deferral / active EE | $10,053 | $5,316+89.1% | $4,482+124.3% | $5,439+84.8% |
| Admin fee / account holder | $6,715 | $10,886-38.3% | $8,020-16.3% | $10,885-38.3% |