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 | $32,631 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 20.57% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $8,436 | $4,961+70.1% | $4,693+79.7% | $4,299+96.2% |
| Participant deferral / active EE | $13,516 | $8,310+62.6% | $7,997+69.0% | $6,507+107.7% |
| Admin fee / account holder | $9,993 | $14,846-32.7% | $13,435-25.6% | $12,624-20.8% |