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 | $51,996 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.62% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,274 | $4,810-73.5% | $4,305-70.4% | $4,299-70.4% |
| Participant deferral / active EE | $4,363 | $6,272-30.4% | $5,540-21.3% | $6,507-33.0% |
| Admin fee / account holder | $678 | $16,786-96.0% | $14,329-95.3% | $12,624-94.6% |