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 | $33,805 | $105,126-67.8% | $94,646-64.3% | $139,434-75.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 20.72% | 38.03%-17.3pp | 156.71%-136.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,325 | $4,106-43.4% | $3,672-36.7% | $4,751-51.1% |
| Participant deferral / active EE | $7,253 | $7,599-4.6% | $7,418-2.2% | $6,710+8.1% |
| Admin fee / account holder | $361 | $8,984-96.0% | $7,231-95.0% | $11,403-96.8% |