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 | $58,068 | $104,974-44.7% | $95,585-39.2% | $142,382-59.2% |
| Participation rate | 86.7% | 75.0%+11.7pp | 72.1%+14.6pp | 80.1%+6.5pp |
| Annual return | 17.21% | 210.33%-193.1pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,060 | $2,779+10.1% | $2,527+21.1% | $4,299-28.8% |
| Participant deferral / active EE | $5,287 | $4,352+21.5% | $4,023+31.4% | $6,507-18.7% |
| Admin fee / account holder | $5,138 | $6,386-19.5% | $6,127-16.2% | $12,624-59.3% |