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 | $51,736 | $114,381-54.8% | $107,525-51.9% | $142,382-63.7% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 199.88% | 242.71%-42.8pp | 181.32%+18.6pp | 217.08%-17.2pp |
| Employer contribution / active EE | $2,295 | $4,015-42.8% | $3,754-38.9% | $4,299-46.6% |
| Participant deferral / active EE | $3,004 | $5,564-46.0% | $5,116-41.3% | $6,507-53.8% |
| Admin fee / account holder | $546 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |