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 | $47,932 | $217,402-78.0% | $185,823-74.2% | $167,490-71.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.11% | 148.36%-138.3pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,827 | $5,873-51.9% | $5,167-45.3% | $4,837-41.6% |
| Participant deferral / active EE | $8,175 | $6,356+28.6% | $5,568+46.8% | $6,341+28.9% |
| Admin fee / account holder | $631 | $19,811-96.8% | $16,237-96.1% | $12,309-94.9% |