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 | $63,183 | $117,841-46.4% | $102,423-38.3% | $145,922-56.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 48.35% | 31.65%+16.7pp | 29.32%+19.0pp | 561.29%-512.9pp |
| Employer contribution / active EE | $3,643 | $3,615+0.8% | $3,023+20.5% | $4,660-21.8% |
| Participant deferral / active EE | $8,016 | $5,731+39.9% | $5,053+58.6% | $6,688+19.9% |
| Admin fee / account holder | $740 | $13,326-94.4% | $9,451-92.2% | $13,397-94.5% |