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 | $47,369 | $226,064-79.0% | $182,532-74.0% | $152,861-69.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 19.34% | 192.51%-173.2pp | 148.54%-129.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,844 | $4,978-63.0% | $4,076-54.8% | $4,762-61.3% |
| Participant deferral / active EE | $5,704 | $6,368-10.4% | $5,524+3.3% | $5,850-2.5% |
| Admin fee / account holder | $1,863 | $10,703-82.6% | $8,592-78.3% | $11,596-83.9% |