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 | $93,774 | $159,602-41.2% | $150,045-37.5% | $142,382-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.58% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,177 | $4,961+4.4% | $4,693+10.3% | $4,299+20.4% |
| Participant deferral / active EE | $11,772 | $8,310+41.7% | $7,997+47.2% | $6,507+80.9% |
| Admin fee / account holder | $993 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |