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 10-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 | $32,264 | $157,256-79.5% | $141,162-77.1% | $152,861-78.9% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 27.35% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,753 | $5,261-66.7% | $4,735-63.0% | $4,762-63.2% |
| Participant deferral / active EE | $4,838 | $7,109-32.0% | $6,709-27.9% | $5,850-17.3% |
| Admin fee / account holder | $522 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |