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 | $33,219 | $183,519-81.9% | $155,509-78.6% | $145,922-77.2% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 11.70% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,527 | $5,313-71.3% | $4,672-67.3% | $4,660-67.2% |
| Participant deferral / active EE | $2,634 | $6,462-59.2% | $5,626-53.2% | $6,688-60.6% |
| Admin fee / account holder | $4,228 | $19,313-78.1% | $15,912-73.4% | $13,397-68.4% |