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 3-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 | $20,534 | $74,888-72.6% | $71,209-71.2% | $142,382-85.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 31.73% | 345.14%-313.4pp | 282.51%-250.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $3,008 | $2,854+5.4% | $2,721+10.5% | $4,299-30.0% |
| Participant deferral / active EE | $7,179 | $4,454+61.2% | $4,175+71.9% | $6,507+10.3% |
| Admin fee / account holder | $3,540 | $5,568-36.4% | $5,349-33.8% | $12,624-72.0% |