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 | $47,808 | $79,013-39.5% | $100,391-52.4% | $74,495-35.8% |
| Participation rate | 75.0% | 79.5%-4.5pp | 81.5%-6.5pp | 67.2%+7.8pp |
| Annual return | 59.60% | 20.41%+39.2pp | 49.20%+10.4pp | 1364.94%-1305.3pp |
| Employer contribution / active EE | $3,373 | $3,021+11.7% | $3,942-14.4% | $2,623+28.6% |
| Participant deferral / active EE | $6,504 | $7,760-16.2% | $8,082-19.5% | $4,346+49.7% |
| Admin fee / account holder | $2,756 | $1,320+108.8% | $7,899-65.1% | $1,942+41.9% |