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 | $60,522 | $133,922-54.8% | $116,228-47.9% | $142,382-57.5% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 18.90% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,449 | $3,446-28.9% | $2,994-18.2% | $4,299-43.0% |
| Participant deferral / active EE | $5,194 | $5,672-8.4% | $4,953+4.9% | $6,507-20.2% |
| Admin fee / account holder | $707 | $14,945-95.3% | $11,989-94.1% | $12,624-94.4% |