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 5-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 | $34,083 | $99,877-65.9% | $84,966-59.9% | $145,922-76.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 32.33% | 83.76%-51.4pp | 66.38%-34.1pp | 561.29%-529.0pp |
| Employer contribution / active EE | $1,679 | $3,231-48.0% | $2,727-38.4% | $4,660-64.0% |
| Participant deferral / active EE | $9,732 | $5,291+84.0% | $4,519+115.3% | $6,688+45.5% |
| Admin fee / account holder | $2,813 | $7,248-61.2% | $6,149-54.3% | $13,397-79.0% |