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 | $30,464 | $157,256-80.6% | $141,162-78.4% | $152,861-80.1% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 23.87% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,445 | $5,261-53.5% | $4,735-48.4% | $4,762-48.7% |
| Participant deferral / active EE | $3,526 | $7,109-50.4% | $6,709-47.4% | $5,850-39.7% |
| Admin fee / account holder | $866 | $12,120-92.9% | $10,261-91.6% | $11,596-92.5% |