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 | $33,518 | $142,382-76.5% | $42,613-21.3% | $142,382-76.5% |
| Participation rate | 82.4% | 80.1%+2.2pp | 73.5%+8.8pp | 80.1%+2.2pp |
| Annual return | 17.84% | 217.08%-199.2pp | 19.23%-1.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $954 | $4,299-77.8% | $1,687-43.5% | $4,299-77.8% |
| Participant deferral / active EE | $3,063 | $6,507-52.9% | $4,456-31.3% | $6,507-52.9% |
| Admin fee / account holder | $1,094 | $12,624-91.3% | $2,621-58.3% | $12,624-91.3% |