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 | $31,231 | $210,648-85.2% | $177,989-82.5% | $145,922-78.6% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.71% | 385.86%-372.1pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,545 | $4,565-44.2% | $3,949-35.5% | $4,660-45.4% |
| Participant deferral / active EE | $6,430 | $6,958-7.6% | $6,276+2.4% | $6,688-3.9% |
| Admin fee / account holder | $1,298 | $12,013-89.2% | $10,363-87.5% | $13,397-90.3% |