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 | $37,918 | $109,982-65.5% | $97,226-61.0% | $145,922-74.0% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 15.94% | 242.90%-227.0pp | 75.13%-59.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,970 | $3,084-36.1% | $2,729-27.8% | $4,660-57.7% |
| Participant deferral / active EE | $5,194 | $4,676+11.1% | $4,264+21.8% | $6,688-22.3% |
| Admin fee / account holder | $572 | $6,221-90.8% | $5,654-89.9% | $13,397-95.7% |