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 | $48,467 | $89,753-46.0% | $107,525-54.9% | $84,808-42.9% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 22.89% | 29.48%-6.6pp | 181.32%-158.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $4,346 | $3,113+39.6% | $3,754+15.8% | $2,631+65.2% |
| Participant deferral / active EE | $11,213 | $4,056+176.4% | $5,116+119.2% | $4,212+166.2% |
| Admin fee / account holder | $4,848 | $7,222-32.9% | $8,919-45.6% | $7,344-34.0% |