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 7-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 | $58,415 | $209,411-72.1% | $178,490-67.3% | $158,922-63.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.15% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,381 | $5,706-58.3% | $5,011-52.5% | $4,761-50.0% |
| Participant deferral / active EE | $4,542 | $5,954-23.7% | $5,202-12.7% | $5,982-24.1% |
| Admin fee / account holder | $343 | $17,074-98.0% | $13,984-97.5% | $11,246-97.0% |