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 | $39,916 | $109,881-63.7% | $150,045-73.4% | $84,808-52.9% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 50.28% | 28.25%+22.0pp | 62.55%-12.3pp | 40.90%+9.4pp |
| Employer contribution / active EE | $4,320 | $3,561+21.3% | $4,693-8.0% | $2,631+64.2% |
| Participant deferral / active EE | $8,596 | $6,636+29.5% | $7,997+7.5% | $4,212+104.1% |
| Admin fee / account holder | $5,464 | $8,568-36.2% | $13,435-59.3% | $7,344-25.6% |