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 | $34,641 | $172,478-79.9% | $145,661-76.2% | $142,382-75.7% |
| Participation rate | 89.5% | 80.1%+9.4pp | 77.2%+12.3pp | 80.1%+9.4pp |
| Annual return | 16.62% | 151.09%-134.5pp | 101.46%-84.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,595 | $4,899-47.0% | $4,238-38.8% | $4,299-39.6% |
| Participant deferral / active EE | $5,399 | $8,348-35.3% | $7,198-25.0% | $6,507-17.0% |
| Admin fee / account holder | $4,201 | $16,864-75.1% | $12,466-66.3% | $12,624-66.7% |