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 | $48,221 | $99,079-51.3% | $77,999-38.2% | $273,961-82.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 4.60% | 217.93%-213.3pp | 425.96%-421.4pp | 41.45%-36.9pp |
| Employer contribution / active EE | $991 | $3,308-70.0% | $2,470-59.9% | $4,869-79.6% |
| Participant deferral / active EE | $2,720 | $4,306-36.8% | $3,497-22.2% | $5,287-48.6% |
| Admin fee / account holder | $4,426 | $8,954-50.6% | $5,480-19.2% | $10,132-56.3% |