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 | $48,746 | $54,705-10.9% | $71,209-31.5% | $84,808-42.5% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 17.59% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,046 | $2,158+133.9% | $2,721+85.5% | $2,631+91.8% |
| Participant deferral / active EE | $3,055 | $3,030+0.8% | $4,175-26.8% | $4,212-27.5% |
| Admin fee / account holder | $1,823 | $4,863-62.5% | $5,349-65.9% | $7,344-75.2% |