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 10-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 | $42,913 | $107,934-60.2% | $91,989-53.3% | $152,861-71.9% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.4%-12.4pp |
| Annual return | 24.10% | 89.24%-65.1pp | 69.02%-44.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,647 | $4,210-37.1% | $3,452-23.3% | $4,762-44.4% |
| Participant deferral / active EE | $6,977 | $6,364+9.6% | $5,923+17.8% | $5,850+19.3% |
| Admin fee / account holder | $351 | $10,520-96.7% | $7,743-95.5% | $11,596-97.0% |