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 | $48,512 | $183,519-73.6% | $155,509-68.8% | $145,922-66.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 27.49% | 61.17%-33.7pp | 64.67%-37.2pp | 561.29%-533.8pp |
| Employer contribution / active EE | $2,256 | $5,313-57.5% | $4,672-51.7% | $4,660-51.6% |
| Participant deferral / active EE | $6,509 | $6,462+0.7% | $5,626+15.7% | $6,688-2.7% |
| Admin fee / account holder | $673 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |