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 4-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 | $55,986 | $179,726-68.8% | $156,263-64.2% | $142,382-60.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.71% | 77.86%-64.1pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,502 | $5,069+8.5% | $4,333+27.0% | $4,299+28.0% |
| Participant deferral / active EE | $14,383 | $6,956+106.8% | $6,158+133.6% | $6,507+121.0% |
| Admin fee / account holder | $16,213 | $17,272-6.1% | $14,255+13.7% | $12,624+28.4% |