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 4-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 | $38,613 | $74,888-48.4% | $71,209-45.8% | $142,382-72.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,958 | $2,854+38.7% | $2,721+45.5% | $4,299-7.9% |
| Participant deferral / active EE | $6,523 | $4,454+46.4% | $4,175+56.2% | $6,507+0.2% |
| Admin fee / account holder | $840 | $5,568-84.9% | $5,349-84.3% | $12,624-93.3% |