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 3-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 | $49,883 | $177,572-71.9% | $154,803-67.8% | $142,382-65.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 22.26% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,351 | $4,810-51.1% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $8,222 | $6,272+31.1% | $5,540+48.4% | $6,507+26.3% |
| Admin fee / account holder | $364 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |