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 | $62,316 | $201,272-69.0% | $184,203-66.2% | $145,922-57.3% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 16.82% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,674 | $7,022+37.8% | $6,427+50.5% | $4,660+107.6% |
| Participant deferral / active EE | $19,798 | $9,806+101.9% | $9,131+116.8% | $6,688+196.0% |
| Admin fee / account holder | $30,105 | $16,364+84.0% | $13,901+116.6% | $13,397+124.7% |