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 | $53,593 | $144,119-62.8% | $117,854-54.5% | $147,584-63.7% |
| Participation rate | 87.0% | 83.4%+3.5pp | 79.7%+7.3pp | 82.8%+4.1pp |
| Annual return | 16.77% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,688 | $4,896-65.5% | $3,786-55.4% | $4,876-65.4% |
| Participant deferral / active EE | $4,272 | $5,316-19.6% | $4,482-4.7% | $5,439-21.5% |
| Admin fee / account holder | $2,240 | $10,886-79.4% | $8,020-72.1% | $10,885-79.4% |