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 | $52,829 | $24,730+113.6% | $66,042-20.0% | $84,808-37.7% |
| Participation rate | 94.9% | 68.1%+26.8pp | 67.5%+27.4pp | 68.3%+26.6pp |
| Annual return | 18.86% | 79.55%-60.7pp | 52.11%-33.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,753 | $857+104.6% | $1,579+11.0% | $2,631-33.4% |
| Participant deferral / active EE | $4,308 | $1,737+148.0% | $2,835+51.9% | $4,212+2.3% |
| Admin fee / account holder | $1,291 | $3,014-57.2% | $5,747-77.5% | $7,344-82.4% |