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 | $31,353 | $175,202-82.1% | $149,673-79.1% | $139,434-77.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 12.66% | 166.71%-154.0pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,853 | $5,474-47.9% | $4,818-40.8% | $4,751-39.9% |
| Participant deferral / active EE | $2,978 | $6,519-54.3% | $5,680-47.6% | $6,710-55.6% |
| Admin fee / account holder | $666 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |