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 6-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 | $29,101 | $183,519-84.1% | $155,509-81.3% | $145,922-80.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.02% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,673 | $5,313-49.7% | $4,672-42.8% | $4,660-42.6% |
| Participant deferral / active EE | $4,307 | $6,462-33.4% | $5,626-23.5% | $6,688-35.6% |
| Admin fee / account holder | $2,045 | $19,313-89.4% | $15,912-87.1% | $13,397-84.7% |