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 3-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 | $55,217 | $100,773-45.2% | $88,946-37.9% | $142,382-61.2% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 23.62% | 70.18%-46.6pp | 57.82%-34.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $6,999 | $2,918+139.9% | $2,555+173.9% | $4,299+62.8% |
| Participant deferral / active EE | $11,495 | $5,230+119.8% | $4,581+150.9% | $6,507+76.7% |
| Admin fee / account holder | $652 | $9,693-93.3% | $8,261-92.1% | $12,624-94.8% |