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 | $49,058 | $105,181-53.4% | $159,436-69.2% | $85,850-42.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 19.07% | 45.07%-26.0pp | 263.57%-244.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $3,610 | $3,318+8.8% | $4,829-25.2% | $2,565+40.8% |
| Participant deferral / active EE | $6,568 | $5,945+10.5% | $7,352-10.7% | $3,952+66.2% |
| Admin fee / account holder | $4,957 | $6,933-28.5% | $10,799-54.1% | $6,260-20.8% |