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 | $43,276 | $111,754-61.3% | $103,333-58.1% | $145,922-70.3% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 53.85% | 24.77%+29.1pp | 24.88%+29.0pp | 561.29%-507.4pp |
| Employer contribution / active EE | $1,869 | $4,212-55.6% | $3,868-51.7% | $4,660-59.9% |
| Participant deferral / active EE | $3,938 | $5,619-29.9% | $5,057-22.1% | $6,688-41.1% |
| Admin fee / account holder | $3,869 | $9,750-60.3% | $8,355-53.7% | $13,397-71.1% |