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 10-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 | $27,013 | $135,952-80.1% | $123,892-78.2% | $273,961-90.1% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 41.13% | 56.63%-15.5pp | 47.52%-6.4pp | 41.45%-0.3pp |
| Employer contribution / active EE | $2,427 | $5,170-53.1% | $4,617-47.4% | $4,869-50.1% |
| Participant deferral / active EE | $8,297 | $6,343+30.8% | $5,984+38.6% | $5,287+56.9% |
| Admin fee / account holder | $740 | $9,817-92.5% | $8,357-91.2% | $10,132-92.7% |