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 | $41,906 | $177,572-76.4% | $154,803-72.9% | $142,382-70.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 81.65% | 65.07%+16.6pp | 58.88%+22.8pp | 217.08%-135.4pp |
| Employer contribution / active EE | $2,001 | $4,810-58.4% | $4,305-53.5% | $4,299-53.4% |
| Participant deferral / active EE | $5,064 | $6,272-19.3% | $5,540-8.6% | $6,507-22.2% |
| Admin fee / account holder | $2,127 | $16,786-87.3% | $14,329-85.2% | $12,624-83.2% |