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 | $35,544 | $24,730+43.7% | $66,042-46.2% | $84,808-58.1% |
| Participation rate | 73.1% | 68.1%+5.0pp | 67.5%+5.6pp | 68.3%+4.8pp |
| Annual return | 20.15% | 79.55%-59.4pp | 52.11%-32.0pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,354 | $857+174.8% | $1,579+49.1% | $2,631-10.5% |
| Participant deferral / active EE | $4,150 | $1,737+138.9% | $2,835+46.3% | $4,212-1.5% |
| Admin fee / account holder | $929 | $3,014-69.2% | $5,747-83.8% | $7,344-87.4% |