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 | $47,732 | $183,519-74.0% | $155,509-69.3% | $145,922-67.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.38% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,997 | $5,313-43.6% | $4,672-35.9% | $4,660-35.7% |
| Participant deferral / active EE | $5,070 | $6,462-21.5% | $5,626-9.9% | $6,688-24.2% |
| Admin fee / account holder | $1,810 | $19,313-90.6% | $15,912-88.6% | $13,397-86.5% |