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 | $54,583 | $154,117-64.6% | $129,995-58.0% | $139,434-60.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 22.12% | 32.48%-10.4pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,460 | $5,289-34.6% | $4,320-19.9% | $4,751-27.2% |
| Participant deferral / active EE | $13,541 | $6,710+101.8% | $5,820+132.7% | $6,710+101.8% |
| Admin fee / account holder | $2,614 | $14,007-81.3% | $10,614-75.4% | $11,403-77.1% |