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 9-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 | $41,005 | $176,056-76.7% | $159,436-74.3% | $167,490-75.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.31% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,027 | $5,297-61.7% | $4,829-58.0% | $4,837-58.1% |
| Participant deferral / active EE | $6,321 | $7,750-18.4% | $7,352-14.0% | $6,341-0.3% |
| Admin fee / account holder | $1,585 | $12,554-87.4% | $10,799-85.3% | $12,309-87.1% |