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 | $40,474 | $106,584-62.0% | $101,326-60.1% | $142,382-71.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 25.14% | 36.93%-11.8pp | 36.82%-11.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $4,461 | $3,956+12.8% | $3,665+21.7% | $4,299+3.8% |
| Participant deferral / active EE | $9,212 | $8,297+11.0% | $7,994+15.2% | $6,507+41.6% |
| Admin fee / account holder | $14,747 | $11,446+28.8% | $11,185+31.8% | $12,624+16.8% |