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 | $45,942 | $158,398-71.0% | $126,539-63.7% | $142,382-67.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 15.50% | 593.76%-578.3pp | 425.95%-410.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,140 | $4,650+32.0% | $3,674+67.1% | $4,299+42.8% |
| Participant deferral / active EE | $7,007 | $4,767+47.0% | $4,083+71.6% | $6,507+7.7% |
| Admin fee / account holder | $1,320 | $6,918-80.9% | $6,065-78.2% | $12,624-89.5% |