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 | $43,926 | $105,931-58.5% | $81,930-46.4% | $158,922-72.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 24.86% | 38.17%-13.3pp | 29.49%-4.6pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,471 | $7,800-68.3% | $4,310-42.7% | $4,761-48.1% |
| Participant deferral / active EE | $8,235 | $13,003-36.7% | $7,107+15.9% | $5,982+37.7% |
| Admin fee / account holder | $716 | $8,489-91.6% | $5,158-86.1% | $11,246-93.6% |