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 | $44,740 | $104,907-57.4% | $84,611-47.1% | $152,861-70.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 18.89% | 373.79%-354.9pp | 258.74%-239.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,757 | $3,302-46.8% | $2,652-33.8% | $4,762-63.1% |
| Participant deferral / active EE | $5,639 | $4,688+20.3% | $3,899+44.6% | $5,850-3.6% |
| Admin fee / account holder | $1,866 | $6,241-70.1% | $4,912-62.0% | $11,596-83.9% |