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 | $32,253 | $74,888-56.9% | $71,209-54.7% | $142,382-77.3% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 21.52% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,906 | $2,854+1.8% | $2,721+6.8% | $4,299-32.4% |
| Participant deferral / active EE | $8,255 | $4,454+85.3% | $4,175+97.7% | $6,507+26.9% |
| Admin fee / account holder | $2,525 | $5,568-54.7% | $5,349-52.8% | $12,624-80.0% |