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 5-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 | $50,786 | $133,922-62.1% | $116,228-56.3% | $142,382-64.3% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.6%+20.7pp | 80.1%+15.1pp |
| Annual return | 31.35% | 147.76%-116.4pp | 90.06%-58.7pp | 217.08%-185.7pp |
| Employer contribution / active EE | $4,465 | $3,446+29.6% | $2,994+49.1% | $4,299+3.9% |
| Participant deferral / active EE | $12,048 | $5,672+112.4% | $4,953+143.2% | $6,507+85.2% |
| Admin fee / account holder | $6,786 | $14,945-54.6% | $11,989-43.4% | $12,624-46.2% |