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 9-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 | $51,469 | $54,705-5.9% | $71,209-27.7% | $84,808-39.3% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.8%+6.7pp | 68.3%+12.2pp |
| Annual return | 14.06% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,598 | $2,158+66.8% | $2,721+32.2% | $2,631+36.8% |
| Participant deferral / active EE | $2,175 | $3,030-28.2% | $4,175-47.9% | $4,212-48.4% |
| Admin fee / account holder | $2,435 | $4,863-49.9% | $5,349-54.5% | $7,344-66.8% |