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 | $48,508 | $89,753-46.0% | $107,525-54.9% | $84,808-42.8% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,196 | $3,113+2.7% | $3,754-14.8% | $2,631+21.5% |
| Participant deferral / active EE | $6,234 | $4,056+53.7% | $5,116+21.9% | $4,212+48.0% |
| Admin fee / account holder | $2,105 | $7,222-70.9% | $8,919-76.4% | $7,344-71.3% |