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 | $74,618 | $177,572-58.0% | $154,803-51.8% | $142,382-47.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.91% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,747 | $4,810-22.1% | $4,305-13.0% | $4,299-12.8% |
| Participant deferral / active EE | $5,055 | $6,272-19.4% | $5,540-8.8% | $6,507-22.3% |
| Admin fee / account holder | $3,173 | $16,786-81.1% | $14,329-77.9% | $12,624-74.9% |