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 | $30,885 | $115,770-73.3% | $101,248-69.5% | $158,922-80.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.84% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,595 | $4,175-13.9% | $3,660-1.8% | $4,761-24.5% |
| Participant deferral / active EE | $3,738 | $4,957-24.6% | $4,370-14.5% | $5,982-37.5% |
| Admin fee / account holder | $2,291 | $7,245-68.4% | $5,945-61.5% | $11,246-79.6% |