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 6-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 | $56,509 | $148,978-62.1% | $200,582-71.8% | $84,808-33.4% |
| Participation rate | 88.8% | 84.2%+4.5pp | 86.9%+1.9pp | 68.3%+20.5pp |
| Annual return | 55.76% | 28.16%+27.6pp | 42.33%+13.4pp | 40.90%+14.9pp |
| Employer contribution / active EE | $5,518 | $4,815+14.6% | $6,419-14.0% | $2,631+109.7% |
| Participant deferral / active EE | $10,173 | $7,142+42.4% | $9,331+9.0% | $4,212+141.5% |
| Admin fee / account holder | $1,872 | $13,977-86.6% | $16,305-88.5% | $7,344-74.5% |