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 9-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 | $30,462 | $157,256-80.6% | $141,162-78.4% | $152,861-80.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 29.37% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,761 | $5,261-28.5% | $4,735-20.6% | $4,762-21.0% |
| Participant deferral / active EE | $6,221 | $7,109-12.5% | $6,709-7.3% | $5,850+6.3% |
| Admin fee / account holder | $1,463 | $12,120-87.9% | $10,261-85.7% | $11,596-87.4% |