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 | $33,587 | $177,572-81.1% | $154,803-78.3% | $142,382-76.4% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.1%-7.2pp | 80.1%-9.3pp |
| Annual return | 18.33% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,243 | $4,810-74.2% | $4,305-71.1% | $4,299-71.1% |
| Participant deferral / active EE | $4,199 | $6,272-33.0% | $5,540-24.2% | $6,507-35.5% |
| Admin fee / account holder | $1,008 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |