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 | $30,725 | $89,753-65.8% | $107,525-71.4% | $84,808-63.8% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 13.94% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,315 | $3,113+38.6% | $3,754+15.0% | $2,631+64.0% |
| Participant deferral / active EE | $3,575 | $4,056-11.9% | $5,116-30.1% | $4,212-15.1% |
| Admin fee / account holder | $300 | $7,222-95.8% | $8,919-96.6% | $7,344-95.9% |