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 | $52,940 | $177,572-70.2% | $154,803-65.8% | $142,382-62.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 23.07% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,204 | $4,810-54.2% | $4,305-48.8% | $4,299-48.7% |
| Participant deferral / active EE | $2,392 | $6,272-61.9% | $5,540-56.8% | $6,507-63.2% |
| Admin fee / account holder | $2,627 | $16,786-84.4% | $14,329-81.7% | $12,624-79.2% |