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 | $49,242 | $53,516-8.0% | $126,539-61.1% | $84,808-41.9% |
| Participation rate | 88.4% | 58.2%+30.1pp | 69.8%+18.6pp | 68.3%+20.1pp |
| Annual return | 16.41% | 58.34%-41.9pp | 425.95%-409.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,498 | $1,535-2.4% | $3,674-59.2% | $2,631-43.1% |
| Participant deferral / active EE | $3,945 | $2,671+47.7% | $4,083-3.4% | $4,212-6.3% |
| Admin fee / account holder | $1,791 | $4,497-60.2% | $6,065-70.5% | $7,344-75.6% |