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 3-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 | $33,996 | $133,922-74.6% | $116,228-70.8% | $142,382-76.1% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 23.48% | 147.76%-124.3pp | 90.06%-66.6pp | 217.08%-193.6pp |
| Employer contribution / active EE | $7,713 | $3,446+123.9% | $2,994+157.6% | $4,299+79.4% |
| Participant deferral / active EE | $21,754 | $5,672+283.5% | $4,953+339.2% | $6,507+234.3% |
| Admin fee / account holder | $4,658 | $14,945-68.8% | $11,989-61.1% | $12,624-63.1% |