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 | $39,687 | $114,381-65.3% | $107,525-63.1% | $142,382-72.1% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 20.73% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,506 | $4,015-37.6% | $3,754-33.2% | $4,299-41.7% |
| Participant deferral / active EE | $4,434 | $5,564-20.3% | $5,116-13.3% | $6,507-31.9% |
| Admin fee / account holder | $1,229 | $9,860-87.5% | $8,919-86.2% | $12,624-90.3% |