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 | $47,531 | $48,046-1.1% | $84,611-43.8% | $72,985-34.9% |
| Participation rate | 87.1% | 57.6%+29.5pp | 68.2%+18.9pp | 69.5%+17.6pp |
| Annual return | 23.59% | 37.38%-13.8pp | 258.74%-235.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,057 | $1,602-34.0% | $2,652-60.2% | $2,440-56.7% |
| Participant deferral / active EE | $3,023 | $2,680+12.8% | $3,899-22.5% | $3,607-16.2% |
| Admin fee / account holder | $2,295 | $3,395-32.4% | $4,912-53.3% | $5,124-55.2% |