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 6-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 | $58,609 | $74,888-21.7% | $71,209-17.7% | $142,382-58.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 20.52% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,332 | $2,854+16.7% | $2,721+22.5% | $4,299-22.5% |
| Participant deferral / active EE | $6,667 | $4,454+49.7% | $4,175+59.7% | $6,507+2.5% |
| Admin fee / account holder | $1,110 | $5,568-80.1% | $5,349-79.2% | $12,624-91.2% |