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 | $31,725 | $111,754-71.6% | $103,333-69.3% | $145,922-78.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 50.69% | 24.77%+25.9pp | 24.88%+25.8pp | 561.29%-510.6pp |
| Employer contribution / active EE | $940 | $4,212-77.7% | $3,868-75.7% | $4,660-79.8% |
| Participant deferral / active EE | $4,231 | $5,619-24.7% | $5,057-16.3% | $6,688-36.7% |
| Admin fee / account holder | $9,899 | $9,750+1.5% | $8,355+18.5% | $13,397-26.1% |