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 8-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 | $36,263 | $100,773-64.0% | $88,946-59.2% | $142,382-74.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 12.65% | 70.18%-57.5pp | 57.82%-45.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,955 | $2,918-33.0% | $2,555-23.5% | $4,299-54.5% |
| Participant deferral / active EE | $4,368 | $5,230-16.5% | $4,581-4.7% | $6,507-32.9% |
| Admin fee / account holder | $318 | $9,693-96.7% | $8,261-96.1% | $12,624-97.5% |