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 | $31,989 | $81,632-60.8% | $70,449-54.6% | $158,922-79.9% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 20.31% | 208.40%-188.1pp | 109.03%-88.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,843 | $3,217-11.6% | $2,737+3.9% | $4,761-40.3% |
| Participant deferral / active EE | $5,010 | $4,554+10.0% | $3,709+35.1% | $5,982-16.2% |
| Admin fee / account holder | $3,223 | $6,193-48.0% | $3,845-16.2% | $11,246-71.3% |