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 | $34,787 | $114,381-69.6% | $107,525-67.6% | $142,382-75.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 46.61% | 242.71%-196.1pp | 181.32%-134.7pp | 217.08%-170.5pp |
| Employer contribution / active EE | $5,602 | $4,015+39.5% | $3,754+49.2% | $4,299+30.3% |
| Participant deferral / active EE | $2,358 | $5,564-57.6% | $5,116-53.9% | $6,507-63.8% |
| Admin fee / account holder | $1,929 | $9,860-80.4% | $8,919-78.4% | $12,624-84.7% |