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 | $53,283 | $118,849-55.2% | $96,562-44.8% | $167,490-68.2% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 18.49% | 50.49%-32.0pp | 37.78%-19.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,744 | $3,120-44.1% | $2,356-26.0% | $4,837-63.9% |
| Participant deferral / active EE | $2,956 | $4,616-36.0% | $3,849-23.2% | $6,341-53.4% |
| Admin fee / account holder | $1,616 | $8,065-80.0% | $6,181-73.9% | $12,309-86.9% |