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 | $23,638 | $159,602-85.2% | $150,045-84.2% | $142,382-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.77% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $4,896 | $4,961-1.3% | $4,693+4.3% | $4,299+13.9% |
| Participant deferral / active EE | $9,078 | $8,310+9.2% | $7,997+13.5% | $6,507+39.5% |
| Admin fee / account holder | $898 | $14,846-94.0% | $13,435-93.3% | $12,624-92.9% |