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 7-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 | $52,308 | $127,777-59.1% | $106,548-50.9% | $167,490-68.8% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 17.32% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.2pp |
| Employer contribution / active EE | $5,358 | $3,427+56.4% | $2,819+90.1% | $4,837+10.7% |
| Participant deferral / active EE | $14,521 | $5,087+185.5% | $4,398+230.2% | $6,341+129.0% |
| Admin fee / account holder | $350 | $11,228-96.9% | $7,407-95.3% | $12,309-97.2% |