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 | $51,744 | $112,096-53.8% | $95,952-46.1% | $158,922-67.4% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 18.73% | 171.09%-152.4pp | 91.61%-72.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,468 | $3,198+8.4% | $2,541+36.5% | $4,761-27.2% |
| Participant deferral / active EE | $9,611 | $4,784+100.9% | $4,167+130.7% | $5,982+60.7% |
| Admin fee / account holder | $10,440 | $10,130+3.1% | $6,795+53.6% | $11,246-7.2% |