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 9-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 | $50,064 | $85,766-41.6% | $136,294-63.3% | $70,131-28.6% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.5pp | 69.5%+8.8pp |
| Annual return | 23.32% | 31.45%-8.1pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,370 | $2,966-20.1% | $4,695-49.5% | $2,342+1.2% |
| Participant deferral / active EE | $6,056 | $5,051+19.9% | $6,247-3.1% | $3,332+81.8% |
| Admin fee / account holder | $969 | $5,420-82.1% | $9,243-89.5% | $4,645-79.1% |