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 | $30,909 | $162,781-81.0% | $133,956-76.9% | $158,922-80.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 24.20% | 41.94%-17.7pp | 45.09%-20.9pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,433 | $4,975-31.0% | $3,919-12.4% | $4,761-27.9% |
| Participant deferral / active EE | $7,373 | $5,911+24.7% | $5,048+46.1% | $5,982+23.3% |
| Admin fee / account holder | $780 | $11,736-93.4% | $8,927-91.3% | $11,246-93.1% |