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 | $29,695 | $109,881-73.0% | $150,045-80.2% | $84,808-65.0% |
| Participation rate | 74.2% | 76.1%-1.9pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 77.17% | 28.25%+48.9pp | 62.55%+14.6pp | 40.90%+36.3pp |
| Employer contribution / active EE | $1,946 | $3,561-45.3% | $4,693-58.5% | $2,631-26.0% |
| Participant deferral / active EE | $8,157 | $6,636+22.9% | $7,997+2.0% | $4,212+93.7% |
| Admin fee / account holder | $3,613 | $8,568-57.8% | $13,435-73.1% | $7,344-50.8% |