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 | $32,618 | $114,381-71.5% | $107,525-69.7% | $142,382-77.1% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 19.73% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,172 | $4,015+28.8% | $3,754+37.8% | $4,299+20.3% |
| Participant deferral / active EE | $2,875 | $5,564-48.3% | $5,116-43.8% | $6,507-55.8% |
| Admin fee / account holder | $309 | $9,860-96.9% | $8,919-96.5% | $12,624-97.6% |