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 | $35,046 | $126,574-72.3% | $106,213-67.0% | $145,922-76.0% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.3pp |
| Annual return | 14.48% | 224.79%-210.3pp | 116.14%-101.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,454 | $3,730-61.0% | $3,171-54.2% | $4,660-68.8% |
| Participant deferral / active EE | $3,187 | $5,724-44.3% | $5,016-36.5% | $6,688-52.3% |
| Admin fee / account holder | $906 | $17,304-94.8% | $11,033-91.8% | $13,397-93.2% |