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 | $49,708 | $159,602-68.9% | $150,045-66.9% | $142,382-65.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 20.93% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,028 | $4,961-39.0% | $4,693-35.5% | $4,299-29.6% |
| Participant deferral / active EE | $8,312 | $8,3100% | $7,997+3.9% | $6,507+27.7% |
| Admin fee / account holder | $941 | $14,846-93.7% | $13,435-93.0% | $12,624-92.5% |