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 7-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 | $57,466 | $177,572-67.6% | $154,803-62.9% | $142,382-59.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.31% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,504 | $4,810+14.4% | $4,305+27.8% | $4,299+28.0% |
| Participant deferral / active EE | $5,280 | $6,272-15.8% | $5,540-4.7% | $6,507-18.9% |
| Admin fee / account holder | $2,441 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |