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 | $58,632 | $114,381-48.7% | $107,525-45.5% | $142,382-58.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 20.70% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,372 | $4,015-65.8% | $3,754-63.4% | $4,299-68.1% |
| Participant deferral / active EE | $1,693 | $5,564-69.6% | $5,116-66.9% | $6,507-74.0% |
| Admin fee / account holder | $8,081 | $9,860-18.0% | $8,919-9.4% | $12,624-36.0% |