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 | $33,932 | $179,726-81.1% | $156,263-78.3% | $142,382-76.2% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 22.43% | 77.86%-55.4pp | 59.47%-37.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,199 | $5,069-36.9% | $4,333-26.2% | $4,299-25.6% |
| Participant deferral / active EE | $5,806 | $6,956-16.5% | $6,158-5.7% | $6,507-10.8% |
| Admin fee / account holder | $1,954 | $17,272-88.7% | $14,255-86.3% | $12,624-84.5% |