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 | $43,269 | $24,730+75.0% | $66,042-34.5% | $84,808-49.0% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 68.3%+15.0pp |
| Annual return | 20.93% | 79.55%-58.6pp | 52.11%-31.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,141 | $857+149.9% | $1,579+35.6% | $2,631-18.6% |
| Participant deferral / active EE | $4,047 | $1,737+133.0% | $2,835+42.7% | $4,212-3.9% |
| Admin fee / account holder | $689 | $3,014-77.1% | $5,747-88.0% | $7,344-90.6% |