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 | $39,056 | $105,181-62.9% | $159,436-75.5% | $85,850-54.5% |
| Participation rate | 84.9% | 75.8%+9.2pp | 82.8%+2.1pp | 69.3%+15.6pp |
| Annual return | 17.44% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,225 | $3,318-2.8% | $4,829-33.2% | $2,565+25.7% |
| Participant deferral / active EE | $5,841 | $5,945-1.7% | $7,352-20.6% | $3,952+47.8% |
| Admin fee / account holder | $1,072 | $6,933-84.5% | $10,799-90.1% | $6,260-82.9% |