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 | $47,388 | $109,881-56.9% | $150,045-68.4% | $84,808-44.1% |
| Participation rate | 90.1% | 76.1%+14.0pp | 82.3%+7.8pp | 68.3%+21.8pp |
| Annual return | 87.52% | 28.25%+59.3pp | 62.55%+25.0pp | 40.90%+46.6pp |
| Employer contribution / active EE | $4,339 | $3,561+21.8% | $4,693-7.5% | $2,631+64.9% |
| Participant deferral / active EE | $8,297 | $6,636+25.0% | $7,997+3.8% | $4,212+97.0% |
| Admin fee / account holder | $1,157 | $8,568-86.5% | $13,435-91.4% | $7,344-84.2% |