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 | $23,465 | $159,602-85.3% | $150,045-84.4% | $142,382-83.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 21.48% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $6,021 | $4,961+21.4% | $4,693+28.3% | $4,299+40.0% |
| Participant deferral / active EE | $7,975 | $8,310-4.0% | $7,997-0.3% | $6,507+22.6% |
| Admin fee / account holder | $5,351 | $14,846-64.0% | $13,435-60.2% | $12,624-57.6% |