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 3-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 | $49,403 | $114,381-56.8% | $107,525-54.1% | $142,382-65.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.13% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,560 | $4,015-36.2% | $3,754-31.8% | $4,299-40.5% |
| Participant deferral / active EE | $8,689 | $5,564+56.2% | $5,116+69.8% | $6,507+33.5% |
| Admin fee / account holder | $484 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |