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 | $53,314 | $177,572-70.0% | $154,803-65.6% | $142,382-62.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 35.08% | 65.07%-30.0pp | 58.88%-23.8pp | 217.08%-182.0pp |
| Employer contribution / active EE | $6,554 | $4,810+36.2% | $4,305+52.2% | $4,299+52.5% |
| Participant deferral / active EE | $15,284 | $6,272+143.7% | $5,540+175.9% | $6,507+134.9% |
| Admin fee / account holder | $5,734 | $16,786-65.8% | $14,329-60.0% | $12,624-54.6% |