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 | $48,871 | $148,534-67.1% | $135,903-64.0% | $139,434-65.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 12.85% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,143 | $5,243-78.2% | $4,856-76.5% | $4,751-75.9% |
| Participant deferral / active EE | $3,058 | $8,100-62.2% | $7,758-60.6% | $6,710-54.4% |
| Admin fee / account holder | $2,845 | $12,400-77.1% | $10,762-73.6% | $11,403-75.0% |