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 | $52,521 | $124,185-57.7% | $108,410-51.6% | $167,490-68.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 15.70% | 1379.64%-1363.9pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,373 | $4,187-43.3% | $3,558-33.3% | $4,837-50.9% |
| Participant deferral / active EE | $5,199 | $6,908-24.7% | $6,563-20.8% | $6,341-18.0% |
| Admin fee / account holder | $3,432 | $9,455-63.7% | $7,295-52.9% | $12,309-72.1% |