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 | $43,132 | $175,202-75.4% | $149,673-71.2% | $139,434-69.1% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 13.49% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,553 | $5,474-53.4% | $4,818-47.0% | $4,751-46.3% |
| Participant deferral / active EE | $4,092 | $6,519-37.2% | $5,680-27.9% | $6,710-39.0% |
| Admin fee / account holder | $7,015 | $16,150-56.6% | $13,210-46.9% | $11,403-38.5% |