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 | $43,319 | $24,730+75.2% | $66,042-34.4% | $84,808-48.9% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 68.3%+6.7pp |
| Annual return | 18.11% | 79.55%-61.4pp | 52.11%-34.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,959 | $857+128.7% | $1,579+24.1% | $2,631-25.5% |
| Participant deferral / active EE | $4,280 | $1,737+146.4% | $2,835+50.9% | $4,212+1.6% |
| Admin fee / account holder | $856 | $3,014-71.6% | $5,747-85.1% | $7,344-88.3% |