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 | $47,701 | $114,381-58.3% | $107,525-55.6% | $142,382-66.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 16.80% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,162 | $4,015-21.2% | $3,754-15.8% | $4,299-26.4% |
| Participant deferral / active EE | $9,313 | $5,564+67.4% | $5,116+82.0% | $6,507+43.1% |
| Admin fee / account holder | $370 | $9,860-96.2% | $8,919-95.8% | $12,624-97.1% |