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 3-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 | $51,411 | $89,753-42.7% | $107,525-52.2% | $84,808-39.4% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 25.69% | 29.48%-3.8pp | 181.32%-155.6pp | 40.90%-15.2pp |
| Employer contribution / active EE | $3,217 | $3,113+3.3% | $3,754-14.3% | $2,631+22.3% |
| Participant deferral / active EE | $6,557 | $4,056+61.7% | $5,116+28.2% | $4,212+55.7% |
| Admin fee / account holder | $3,409 | $7,222-52.8% | $8,919-61.8% | $7,344-53.6% |