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 | $68,406 | $177,572-61.5% | $154,803-55.8% | $142,382-52.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 42.27% | 65.07%-22.8pp | 58.88%-16.6pp | 217.08%-174.8pp |
| Employer contribution / active EE | $1,906 | $4,810-60.4% | $4,305-55.7% | $4,299-55.7% |
| Participant deferral / active EE | $5,654 | $6,272-9.8% | $5,540+2.0% | $6,507-13.1% |
| Admin fee / account holder | $1,147 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |