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 | $29,164 | $74,888-61.1% | $71,209-59.0% | $142,382-79.5% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 19.59% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,197 | $2,854-58.0% | $2,721-56.0% | $4,299-72.1% |
| Participant deferral / active EE | $2,226 | $4,454-50.0% | $4,175-46.7% | $6,507-65.8% |
| Admin fee / account holder | $1,509 | $5,568-72.9% | $5,349-71.8% | $12,624-88.0% |