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 | $43,560 | $185,822-76.6% | $169,993-74.4% | $139,434-68.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.30% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,837 | $7,590-62.6% | $6,785-58.2% | $4,751-40.3% |
| Participant deferral / active EE | $5,979 | $11,622-48.6% | $10,408-42.6% | $6,710-10.9% |
| Admin fee / account holder | $453 | $15,381-97.1% | $12,815-96.5% | $11,403-96.0% |