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 8-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 | $33,576 | $112,096-70.0% | $95,952-65.0% | $158,922-78.9% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 12.40% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,369 | $3,198-57.2% | $2,541-46.1% | $4,761-71.2% |
| Participant deferral / active EE | $4,762 | $4,784-0.5% | $4,167+14.3% | $5,982-20.4% |
| Admin fee / account holder | $8,043 | $10,130-20.6% | $6,795+18.4% | $11,246-28.5% |