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 | $46,554 | $177,572-73.8% | $154,803-69.9% | $142,382-67.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.82% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,794 | $4,810-62.7% | $4,305-58.3% | $4,299-58.3% |
| Participant deferral / active EE | $2,974 | $6,272-52.6% | $5,540-46.3% | $6,507-54.3% |
| Admin fee / account holder | $1,036 | $16,786-93.8% | $14,329-92.8% | $12,624-91.8% |