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 | $28,709 | $154,117-81.4% | $129,995-77.9% | $139,434-79.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 18.77% | 32.48%-13.7pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,841 | $5,289-46.3% | $4,320-34.2% | $4,751-40.2% |
| Participant deferral / active EE | $5,384 | $6,710-19.8% | $5,820-7.5% | $6,710-19.8% |
| Admin fee / account holder | $358 | $14,007-97.4% | $10,614-96.6% | $11,403-96.9% |