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 | $50,092 | $100,773-50.3% | $88,946-43.7% | $142,382-64.8% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 22.04% | 70.18%-48.1pp | 57.82%-35.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,351 | $2,918-19.4% | $2,555-8.0% | $4,299-45.3% |
| Participant deferral / active EE | $10,485 | $5,230+100.5% | $4,581+128.9% | $6,507+61.1% |
| Admin fee / account holder | $1,904 | $9,693-80.4% | $8,261-77.0% | $12,624-84.9% |