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 | $36,107 | $133,922-73.0% | $116,228-68.9% | $142,382-74.6% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.6%+8.1pp | 80.1%+2.5pp |
| Annual return | 17.01% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,130 | $3,446-38.2% | $2,994-28.9% | $4,299-50.5% |
| Participant deferral / active EE | $4,028 | $5,672-29.0% | $4,953-18.7% | $6,507-38.1% |
| Admin fee / account holder | $4,099 | $14,945-72.6% | $11,989-65.8% | $12,624-67.5% |