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 | $44,939 | $159,602-71.8% | $150,045-70.0% | $142,382-68.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.55% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $6,145 | $4,961+23.9% | $4,693+30.9% | $4,299+42.9% |
| Participant deferral / active EE | $8,876 | $8,310+6.8% | $7,997+11.0% | $6,507+36.4% |
| Admin fee / account holder | $2,238 | $14,846-84.9% | $13,435-83.3% | $12,624-82.3% |