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 | $48,483 | $165,984-70.8% | $164,813-70.6% | $145,922-66.8% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 15.24% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,888 | $5,273-64.2% | $4,341-56.5% | $4,660-59.5% |
| Participant deferral / active EE | $2,387 | $6,959-65.7% | $6,031-60.4% | $6,688-64.3% |
| Admin fee / account holder | $10,547 | $16,648-36.6% | $12,690-16.9% | $13,397-21.3% |