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 | $43,021 | $183,519-76.6% | $155,509-72.3% | $145,922-70.5% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 13.91% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,248 | $5,313-57.7% | $4,672-51.9% | $4,660-51.8% |
| Participant deferral / active EE | $4,154 | $6,462-35.7% | $5,626-26.2% | $6,688-37.9% |
| Admin fee / account holder | $1,811 | $19,313-90.6% | $15,912-88.6% | $13,397-86.5% |