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 | $48,730 | $54,705-10.9% | $71,209-31.6% | $84,808-42.5% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,876 | $2,158+79.6% | $2,721+42.5% | $2,631+47.3% |
| Participant deferral / active EE | $6,381 | $3,030+110.6% | $4,175+52.8% | $4,212+51.5% |
| Admin fee / account holder | $3,322 | $4,863-31.7% | $5,349-37.9% | $7,344-54.8% |