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 | $30,668 | $93,571-67.2% | $135,903-77.4% | $75,163-59.2% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 82.51% | 30.90%+51.6pp | 68.23%+14.3pp | 160.62%-78.1pp |
| Employer contribution / active EE | $2,137 | $3,537-39.6% | $4,856-56.0% | $2,670-20.0% |
| Participant deferral / active EE | $4,470 | $6,404-30.2% | $7,758-42.4% | $4,125+8.4% |
| Admin fee / account holder | $692 | $6,975-90.1% | $10,762-93.6% | $5,651-87.8% |