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 | $31,303 | $210,648-85.1% | $177,989-82.4% | $145,922-78.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 15.04% | 385.86%-370.8pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,244 | $4,565-7.0% | $3,949+7.5% | $4,660-8.9% |
| Participant deferral / active EE | $8,421 | $6,958+21.0% | $6,276+34.2% | $6,688+25.9% |
| Admin fee / account holder | $518 | $12,013-95.7% | $10,363-95.0% | $13,397-96.1% |