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 4-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 | $43,600 | $158,398-72.5% | $126,539-65.5% | $142,382-69.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 22.12% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,714 | $4,650-63.1% | $3,674-53.3% | $4,299-60.1% |
| Participant deferral / active EE | $10,892 | $4,767+128.5% | $4,083+166.8% | $6,507+67.4% |
| Admin fee / account holder | $1,411 | $6,918-79.6% | $6,065-76.7% | $12,624-88.8% |