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 | $44,051 | $89,753-50.9% | $107,525-59.0% | $84,808-48.1% |
| Participation rate | 81.1% | 68.1%+13.0pp | 75.1%+6.0pp | 68.3%+12.8pp |
| Annual return | 20.22% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,390 | $3,113+8.9% | $3,754-9.7% | $2,631+28.8% |
| Participant deferral / active EE | $5,958 | $4,056+46.9% | $5,116+16.5% | $4,212+41.5% |
| Admin fee / account holder | $1,768 | $7,222-75.5% | $8,919-80.2% | $7,344-75.9% |