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 | $49,914 | $121,625-59.0% | $104,607-52.3% | $158,922-68.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.95% | 465.26%-454.3pp | 340.46%-329.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,207 | $3,163-61.8% | $2,681-55.0% | $4,761-74.7% |
| Participant deferral / active EE | $3,036 | $4,177-27.3% | $3,740-18.8% | $5,982-49.2% |
| Admin fee / account holder | $1,307 | $7,787-83.2% | $6,473-79.8% | $11,246-88.4% |