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 | $42,118 | $89,753-53.1% | $107,525-60.8% | $84,808-50.3% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 20.57% | 29.48%-8.9pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,478 | $3,113-20.4% | $3,754-34.0% | $2,631-5.8% |
| Participant deferral / active EE | $4,812 | $4,056+18.6% | $5,116-5.9% | $4,212+14.3% |
| Admin fee / account holder | $1,217 | $7,222-83.1% | $8,919-86.4% | $7,344-83.4% |