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 | $45,658 | $89,753-49.1% | $107,525-57.5% | $84,808-46.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 26.96% | 29.48%-2.5pp | 181.32%-154.4pp | 40.90%-13.9pp |
| Employer contribution / active EE | $3,702 | $3,113+18.9% | $3,754-1.4% | $2,631+40.7% |
| Participant deferral / active EE | $5,789 | $4,056+42.7% | $5,116+13.2% | $4,212+37.5% |
| Admin fee / account holder | $9,982 | $7,222+38.2% | $8,919+11.9% | $7,344+35.9% |