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 | $41,396 | $177,572-76.7% | $154,803-73.3% | $142,382-70.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 37.40% | 65.07%-27.7pp | 58.88%-21.5pp | 217.08%-179.7pp |
| Employer contribution / active EE | $3,331 | $4,810-30.8% | $4,305-22.6% | $4,299-22.5% |
| Participant deferral / active EE | $5,076 | $6,272-19.1% | $5,540-8.4% | $6,507-22.0% |
| Admin fee / account holder | $2,817 | $16,786-83.2% | $14,329-80.3% | $12,624-77.7% |