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 | $35,081 | $163,101-78.5% | $136,749-74.3% | $142,382-75.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 47.99% | 27.54%+20.4pp | 24.33%+23.7pp | 217.08%-169.1pp |
| Employer contribution / active EE | $4,090 | $4,117-0.6% | $3,400+20.3% | $4,299-4.9% |
| Participant deferral / active EE | $5,904 | $5,585+5.7% | $4,692+25.8% | $6,507-9.3% |
| Admin fee / account holder | $1,163 | $14,318-91.9% | $11,386-89.8% | $12,624-90.8% |