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 | $40,123 | $124,281-67.7% | $109,143-63.2% | $167,490-76.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 48.41% | 26.04%+22.4pp | 25.75%+22.7pp | 478.56%-430.1pp |
| Employer contribution / active EE | $2,583 | $4,207-38.6% | $3,722-30.6% | $4,837-46.6% |
| Participant deferral / active EE | $5,213 | $5,255-0.8% | $4,653+12.0% | $6,341-17.8% |
| Admin fee / account holder | $334 | $7,970-95.8% | $6,752-95.0% | $12,309-97.3% |