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 | $21,121 | $54,705-61.4% | $71,209-70.3% | $84,808-75.1% |
| Participation rate | 72.2% | 64.1%+8.2pp | 73.8%-1.5pp | 68.3%+3.9pp |
| Annual return | 29.47% | 35.90%-6.4pp | 282.51%-253.0pp | 40.90%-11.4pp |
| Employer contribution / active EE | $2,313 | $2,158+7.2% | $2,721-15.0% | $2,631-12.1% |
| Participant deferral / active EE | $4,325 | $3,030+42.7% | $4,175+3.6% | $4,212+2.7% |
| Admin fee / account holder | $2,271 | $4,863-53.3% | $5,349-57.5% | $7,344-69.1% |