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 4-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 | $68,469 | $177,572-61.4% | $154,803-55.8% | $142,382-51.9% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,830 | $4,810+21.2% | $4,305+35.4% | $4,299+35.6% |
| Participant deferral / active EE | $4,056 | $6,272-35.3% | $5,540-26.8% | $6,507-37.7% |
| Admin fee / account holder | $2,049 | $16,786-87.8% | $14,329-85.7% | $12,624-83.8% |