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 | $49,050 | $157,256-68.8% | $141,162-65.3% | $152,861-67.9% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,081 | $5,261-41.4% | $4,735-34.9% | $4,762-35.3% |
| Participant deferral / active EE | $5,418 | $7,109-23.8% | $6,709-19.2% | $5,850-7.4% |
| Admin fee / account holder | $3,715 | $12,120-69.3% | $10,261-63.8% | $11,596-68.0% |