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 | $49,208 | $56,053-12.2% | $75,972-35.2% | $80,856-39.1% |
| Participation rate | 97.5% | 62.0%+35.5pp | 69.1%+28.4pp | 67.6%+29.9pp |
| Annual return | 14.96% | 20.53%-5.6pp | 359.55%-344.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,223 | $1,874+18.6% | $2,685-17.2% | $2,755-19.3% |
| Participant deferral / active EE | $3,190 | $3,052+4.5% | $4,255-25.0% | $4,296-25.8% |
| Admin fee / account holder | $5,988 | $5,234+14.4% | $6,467-7.4% | $6,918-13.4% |