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 | $42,678 | $100,773-57.6% | $88,946-52.0% | $142,382-70.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 23.17% | 70.18%-47.0pp | 57.82%-34.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,365 | $2,918+118.2% | $2,555+149.1% | $4,299+48.1% |
| Participant deferral / active EE | $12,656 | $5,230+142.0% | $4,581+176.2% | $6,507+94.5% |
| Admin fee / account holder | $12,104 | $9,693+24.9% | $8,261+46.5% | $12,624-4.1% |