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 8-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 | $49,702 | $133,922-62.9% | $116,228-57.2% | $142,382-65.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.71% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,481 | $3,446-28.0% | $2,994-17.1% | $4,299-42.3% |
| Participant deferral / active EE | $4,242 | $5,672-25.2% | $4,953-14.4% | $6,507-34.8% |
| Admin fee / account holder | $854 | $14,945-94.3% | $11,989-92.9% | $12,624-93.2% |