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 | $64,453 | $159,602-59.6% | $150,045-57.0% | $142,382-54.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.02% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,331 | $4,961+27.6% | $4,693+34.9% | $4,299+47.3% |
| Participant deferral / active EE | $8,995 | $8,310+8.2% | $7,997+12.5% | $6,507+38.2% |
| Admin fee / account holder | $368 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |