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 | $46,141 | $165,912-72.2% | $122,332-62.3% | $147,584-68.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 17.40% | 34.55%-17.1pp | 30.27%-12.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,801 | $5,754-51.3% | $4,050-30.9% | $4,876-42.6% |
| Participant deferral / active EE | $5,793 | $4,005+44.6% | $3,287+76.3% | $5,439+6.5% |
| Admin fee / account holder | $353 | $7,424-95.3% | $5,478-93.6% | $10,885-96.8% |