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 4-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 | $42,267 | $117,841-64.1% | $102,423-58.7% | $145,922-71.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 13.70% | 31.65%-18.0pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,300 | $3,615+46.6% | $3,023+75.3% | $4,660+13.8% |
| Participant deferral / active EE | $8,452 | $5,731+47.5% | $5,053+67.3% | $6,688+26.4% |
| Admin fee / account holder | $4,702 | $13,326-64.7% | $9,451-50.2% | $13,397-64.9% |