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 | $50,492 | $202,432-75.1% | $169,368-70.2% | $139,434-63.8% |
| Participation rate | 85.0% | 81.1%+3.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 19.35% | 531.74%-512.4pp | 405.60%-386.2pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,462 | $4,692-26.2% | $4,013-13.7% | $4,751-27.1% |
| Participant deferral / active EE | $4,951 | $6,938-28.6% | $6,221-20.4% | $6,710-26.2% |
| Admin fee / account holder | $501 | $10,708-95.3% | $9,003-94.4% | $11,403-95.6% |