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 | $43,566 | $133,922-67.5% | $116,228-62.5% | $142,382-69.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.6%+20.4pp | 80.1%+14.9pp |
| Annual return | 21.83% | 147.76%-125.9pp | 90.06%-68.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,038 | $3,446-40.8% | $2,994-31.9% | $4,299-52.6% |
| Participant deferral / active EE | $4,629 | $5,672-18.4% | $4,953-6.5% | $6,507-28.9% |
| Admin fee / account holder | $445 | $14,945-97.0% | $11,989-96.3% | $12,624-96.5% |