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 4-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 | $47,131 | $177,572-73.5% | $154,803-69.6% | $142,382-66.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 20.42% | 65.07%-44.6pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,705 | $4,810-23.0% | $4,305-14.0% | $4,299-13.8% |
| Participant deferral / active EE | $4,522 | $6,272-27.9% | $5,540-18.4% | $6,507-30.5% |
| Admin fee / account holder | $1,588 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |