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 8-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 | $47,905 | $157,256-69.5% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 22.03% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,649 | $5,261+7.4% | $4,735+19.3% | $4,762+18.6% |
| Participant deferral / active EE | $11,299 | $7,109+58.9% | $6,709+68.4% | $5,850+93.1% |
| Admin fee / account holder | $8,638 | $12,120-28.7% | $10,261-15.8% | $11,596-25.5% |