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 | $48,584 | $98,750-50.8% | $149,696-67.5% | $79,858-39.2% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 14.65% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,469 | $3,216-23.2% | $4,644-46.8% | $2,471-0.1% |
| Participant deferral / active EE | $4,747 | $5,680-16.4% | $6,842-30.6% | $3,740+26.9% |
| Admin fee / account holder | $5,540 | $6,053-8.5% | $9,309-40.5% | $5,306+4.4% |