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 8-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 | $59,662 | $99,877-40.3% | $84,966-29.8% | $145,922-59.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.52% | 83.76%-70.2pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,547 | $3,231-52.1% | $2,727-43.3% | $4,660-66.8% |
| Participant deferral / active EE | $3,737 | $5,291-29.4% | $4,519-17.3% | $6,688-44.1% |
| Admin fee / account holder | $1,194 | $7,248-83.5% | $6,149-80.6% | $13,397-91.1% |