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 | $52,060 | $85,766-39.3% | $136,294-61.8% | $70,131-25.8% |
| Participation rate | 91.1% | 74.2%+16.9pp | 81.9%+9.2pp | 69.5%+21.5pp |
| Annual return | 20.02% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,600 | $2,966-46.1% | $4,695-65.9% | $2,342-31.7% |
| Participant deferral / active EE | $3,463 | $5,051-31.4% | $6,247-44.6% | $3,332+3.9% |
| Admin fee / account holder | $684 | $5,420-87.4% | $9,243-92.6% | $4,645-85.3% |