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 | $47,397 | $104,974-54.8% | $95,585-50.4% | $142,382-66.7% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 18.50% | 210.33%-191.8pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,477 | $2,779-10.8% | $2,527-1.9% | $4,299-42.4% |
| Participant deferral / active EE | $9,056 | $4,352+108.1% | $4,023+125.1% | $6,507+39.2% |
| Admin fee / account holder | $645 | $6,386-89.9% | $6,127-89.5% | $12,624-94.9% |