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 6-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 | $47,121 | $127,065-62.9% | $113,168-58.4% | $142,382-66.9% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 63.77% | 24.03%+39.7pp | 24.27%+39.5pp | 217.08%-153.3pp |
| Employer contribution / active EE | $2,766 | $3,442-19.7% | $2,975-7.0% | $4,299-35.7% |
| Participant deferral / active EE | $4,776 | $5,716-16.5% | $5,107-6.5% | $6,507-26.6% |
| Admin fee / account holder | $400 | $15,736-97.5% | $12,068-96.7% | $12,624-96.8% |