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 3-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 | $76,961 | $95,561-19.5% | $77,163-0.3% | $139,434-44.8% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.24% | 54.92%-36.7pp | 37.87%-19.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,269 | $3,147-59.7% | $2,535-49.9% | $4,751-73.3% |
| Participant deferral / active EE | $1,587 | $4,624-65.7% | $3,833-58.6% | $6,710-76.4% |
| Admin fee / account holder | $355 | $8,295-95.7% | $5,472-93.5% | $11,403-96.9% |