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 4-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 | $52,026 | $106,584-51.2% | $101,326-48.7% | $142,382-63.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 61.31% | 36.93%+24.4pp | 36.82%+24.5pp | 217.08%-155.8pp |
| Employer contribution / active EE | $5,742 | $3,956+45.2% | $3,665+56.7% | $4,299+33.6% |
| Participant deferral / active EE | $10,832 | $8,297+30.6% | $7,994+35.5% | $6,507+66.5% |
| Admin fee / account holder | $17,099 | $11,446+49.4% | $11,185+52.9% | $12,624+35.4% |