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 | $40,812 | $183,519-77.8% | $155,509-73.8% | $145,922-72.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 19.69% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $5,535 | $5,313+4.2% | $4,672+18.5% | $4,660+18.8% |
| Participant deferral / active EE | $6,550 | $6,462+1.4% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $473 | $19,313-97.6% | $15,912-97.0% | $13,397-96.5% |