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 6-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 | $48,900 | $133,922-63.5% | $116,228-57.9% | $142,382-65.7% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 17.35% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,272 | $3,446+24.0% | $2,994+42.7% | $4,299-0.6% |
| Participant deferral / active EE | $3,638 | $5,672-35.9% | $4,953-26.6% | $6,507-44.1% |
| Admin fee / account holder | $1,280 | $14,945-91.4% | $11,989-89.3% | $12,624-89.9% |