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 | $29,299 | $115,770-74.7% | $101,248-71.1% | $158,922-81.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 15.03% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,017 | $4,175-27.7% | $3,660-17.6% | $4,761-36.6% |
| Participant deferral / active EE | $5,309 | $4,957+7.1% | $4,370+21.5% | $5,982-11.3% |
| Admin fee / account holder | $3,877 | $7,245-46.5% | $5,945-34.8% | $11,246-65.5% |