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 | $63,848 | $133,922-52.3% | $116,228-45.1% | $142,382-55.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 21.59% | 147.76%-126.2pp | 90.06%-68.5pp | 217.08%-195.5pp |
| Employer contribution / active EE | $6,719 | $3,446+95.0% | $2,994+124.4% | $4,299+56.3% |
| Participant deferral / active EE | $19,056 | $5,672+236.0% | $4,953+284.7% | $6,507+192.8% |
| Admin fee / account holder | $1,043 | $14,945-93.0% | $11,989-91.3% | $12,624-91.7% |