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 | $43,515 | $172,478-74.8% | $145,661-70.1% | $142,382-69.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 26.54% | 151.09%-124.6pp | 101.46%-74.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,527 | $4,899-28.0% | $4,238-16.8% | $4,299-18.0% |
| Participant deferral / active EE | $8,255 | $8,348-1.1% | $7,198+14.7% | $6,507+26.9% |
| Admin fee / account holder | $2,739 | $16,864-83.8% | $12,466-78.0% | $12,624-78.3% |