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 | $57,629 | $114,381-49.6% | $107,525-46.4% | $142,382-59.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 12.17% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,002 | $4,015-25.2% | $3,754-20.0% | $4,299-30.2% |
| Participant deferral / active EE | $5,572 | $5,564+0.1% | $5,116+8.9% | $6,507-14.4% |
| Admin fee / account holder | $33,753 | $9,860+242.3% | $8,919+278.5% | $12,624+167.4% |