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 | $16,596 | $49,227-66.3% | $70,449-76.4% | $79,858-79.2% |
| Participation rate | 72.0% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.4pp |
| Annual return | 116.73% | 30.06%+86.7pp | 109.03%+7.7pp | 31.71%+85.0pp |
| Employer contribution / active EE | $1,379 | $2,099-34.3% | $2,737-49.6% | $2,471-44.2% |
| Participant deferral / active EE | $3,215 | $2,768+16.2% | $3,709-13.3% | $3,740-14.0% |
| Admin fee / account holder | $401 | $2,878-86.1% | $3,845-89.6% | $5,306-92.4% |