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 | $48,192 | $73,515-34.4% | $62,995-23.5% | $147,584-67.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 22.01% | 175.43%-153.4pp | 87.57%-65.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,971 | $3,320-40.6% | $2,759-28.5% | $4,876-59.6% |
| Participant deferral / active EE | $2,523 | $4,185-39.7% | $3,329-24.2% | $5,439-53.6% |
| Admin fee / account holder | $594 | $5,953-90.0% | $3,600-83.5% | $10,885-94.5% |