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 | $45,549 | $60,323-24.5% | $81,812-44.3% | $74,495-38.9% |
| Participation rate | 70.2% | 62.9%+7.4pp | 72.3%-2.1pp | 67.2%+3.0pp |
| Annual return | 19.33% | 16.90%+2.4pp | 773.79%-754.5pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,701 | $2,620+3.1% | $2,912-7.3% | $2,623+3.0% |
| Participant deferral / active EE | $5,080 | $3,387+50.0% | $4,319+17.6% | $4,346+16.9% |
| Admin fee / account holder | $3,708 | $1,486+149.6% | $7,386-49.8% | $1,942+91.0% |