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 | $27,135 | $109,327-75.2% | $89,391-69.6% | $158,922-82.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 11.35% | 345.68%-334.3pp | 245.62%-234.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,773 | $3,170+50.6% | $2,586+84.6% | $4,761+0.3% |
| Participant deferral / active EE | $8,771 | $4,598+90.8% | $3,890+125.5% | $5,982+46.6% |
| Admin fee / account holder | $3,853 | $6,153-37.4% | $4,881-21.1% | $11,246-65.7% |