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 | $33,578 | $114,381-70.6% | $107,525-68.8% | $142,382-76.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 23.88% | 242.71%-218.8pp | 181.32%-157.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,430 | $4,015-14.6% | $3,754-8.6% | $4,299-20.2% |
| Participant deferral / active EE | $6,904 | $5,564+24.1% | $5,116+35.0% | $6,507+6.1% |
| Admin fee / account holder | $1,245 | $9,860-87.4% | $8,919-86.0% | $12,624-90.1% |