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 | $53,987 | $57,281-5.8% | $86,612-37.7% | $75,163-28.2% |
| Participation rate | 74.5% | 63.2%+11.3pp | 71.7%+2.8pp | 67.2%+7.3pp |
| Annual return | 16.76% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,252 | $2,314-2.7% | $3,022-25.5% | $2,670-15.7% |
| Participant deferral / active EE | $4,894 | $3,318+47.5% | $4,438+10.3% | $4,125+18.6% |
| Admin fee / account holder | $8,458 | $4,112+105.7% | $5,614+50.7% | $5,651+49.7% |