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 4-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 | $58,758 | $177,572-66.9% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 15.55% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,898 | $4,810-60.5% | $4,305-55.9% | $4,299-55.8% |
| Participant deferral / active EE | $3,970 | $6,272-36.7% | $5,540-28.4% | $6,507-39.0% |
| Admin fee / account holder | $812 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |