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 | $51,289 | $85,202-39.8% | $172,739-70.3% | $72,985-29.7% |
| Participation rate | 84.6% | 70.1%+14.6pp | 82.6%+2.0pp | 69.5%+15.1pp |
| Annual return | 23.43% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,396 | $3,324-58.0% | $5,143-72.9% | $2,440-42.8% |
| Participant deferral / active EE | $2,780 | $3,260-14.7% | $5,198-46.5% | $3,607-22.9% |
| Admin fee / account holder | $1,140 | $5,884-80.6% | $13,954-91.8% | $5,124-77.7% |