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 7-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 | $35,121 | $100,773-65.1% | $88,946-60.5% | $142,382-75.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 14.24% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,059 | $2,918-29.4% | $2,555-19.4% | $4,299-52.1% |
| Participant deferral / active EE | $4,378 | $5,230-16.3% | $4,581-4.4% | $6,507-32.7% |
| Admin fee / account holder | $7,627 | $9,693-21.3% | $8,261-7.7% | $12,624-39.6% |