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 6-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 | $43,911 | $64,839-32.3% | $95,585-54.1% | $84,808-48.2% |
| Participation rate | 92.7% | 63.8%+28.9pp | 72.1%+20.6pp | 68.3%+24.4pp |
| Annual return | 22.64% | -670.96%+693.6pp | 38.56%-15.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,830 | $1,759+174.6% | $2,527+91.2% | $2,631+83.6% |
| Participant deferral / active EE | $6,522 | $2,965+120.0% | $4,023+62.1% | $4,212+54.9% |
| Admin fee / account holder | $2,028 | $5,964-66.0% | $6,127-66.9% | $7,344-72.4% |