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 | $44,015 | $108,919-59.6% | $100,391-56.2% | $145,922-69.8% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 16.38% | 57.88%-41.5pp | 49.20%-32.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,785 | $4,419-59.6% | $3,942-54.7% | $4,660-61.7% |
| Participant deferral / active EE | $2,966 | $8,445-64.9% | $8,082-63.3% | $6,688-55.7% |
| Admin fee / account holder | $3,664 | $9,689-62.2% | $7,899-53.6% | $13,397-72.6% |