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 | $37,763 | $176,377-78.6% | $134,143-71.8% | $158,922-76.2% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 15.01% | 63.63%-48.6pp | 36.33%-21.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,629 | $5,040-47.8% | $3,704-29.0% | $4,761-44.8% |
| Participant deferral / active EE | $4,864 | $4,091+18.9% | $3,499+39.0% | $5,982-18.7% |
| Admin fee / account holder | $2,460 | $8,718-71.8% | $6,684-63.2% | $11,246-78.1% |