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 | $26,797 | $106,584-74.9% | $101,326-73.6% | $142,382-81.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 81.5%+3.5pp | 80.1%+4.9pp |
| Annual return | 68.22% | 36.93%+31.3pp | 36.82%+31.4pp | 217.08%-148.9pp |
| Employer contribution / active EE | $1,216 | $3,956-69.2% | $3,665-66.8% | $4,299-71.7% |
| Participant deferral / active EE | $2,505 | $8,297-69.8% | $7,994-68.7% | $6,507-61.5% |
| Admin fee / account holder | $1,689 | $11,446-85.2% | $11,185-84.9% | $12,624-86.6% |