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 8-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 | $25,743 | $157,256-83.6% | $141,162-81.8% | $152,861-83.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.85% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,381 | $5,261-35.7% | $4,735-28.6% | $4,762-29.0% |
| Participant deferral / active EE | $10,038 | $7,109+41.2% | $6,709+49.6% | $5,850+71.6% |
| Admin fee / account holder | $4,661 | $12,120-61.5% | $10,261-54.6% | $11,596-59.8% |