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 | $46,189 | $144,119-68.0% | $117,854-60.8% | $147,584-68.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 14.30% | 531.15%-516.8pp | 335.08%-320.8pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,245 | $4,896-74.6% | $3,786-67.1% | $4,876-74.5% |
| Participant deferral / active EE | $2,612 | $5,316-50.9% | $4,482-41.7% | $5,439-52.0% |
| Admin fee / account holder | $3,697 | $10,886-66.0% | $8,020-53.9% | $10,885-66.0% |