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 | $44,447 | $197,591-77.5% | $177,821-75.0% | $158,922-72.0% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 12.06% | 58.76%-46.7pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,232 | $6,697-51.7% | $5,918-45.4% | $4,761-32.1% |
| Participant deferral / active EE | $5,908 | $8,405-29.7% | $7,714-23.4% | $5,982-1.2% |
| Admin fee / account holder | $8,875 | $15,399-42.4% | $12,427-28.6% | $11,246-21.1% |