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 | $90,390 | $177,572-49.1% | $154,803-41.6% | $142,382-36.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 65.07%-48.8pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,613 | $4,810-4.1% | $4,305+7.1% | $4,299+7.3% |
| Participant deferral / active EE | $15,125 | $6,272+141.2% | $5,540+173.0% | $6,507+132.4% |
| Admin fee / account holder | $849 | $16,786-94.9% | $14,329-94.1% | $12,624-93.3% |