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 | $119,477 | $74,888+59.5% | $71,209+67.8% | $142,382-16.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 15.32% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $953 | $2,854-66.6% | $2,721-65.0% | $4,299-77.8% |
| Participant deferral / active EE | $3,750 | $4,454-15.8% | $4,175-10.2% | $6,507-42.4% |
| Admin fee / account holder | $701 | $5,568-87.4% | $5,349-86.9% | $12,624-94.4% |