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 9-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 | $34,407 | $89,355-61.5% | $141,162-75.6% | $72,985-52.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 74.52% | 111.85%-37.3pp | 71.39%+3.1pp | 81.00%-6.5pp |
| Employer contribution / active EE | $2,858 | $3,114-8.2% | $4,735-39.6% | $2,440+17.1% |
| Participant deferral / active EE | $5,483 | $5,418+1.2% | $6,709-18.3% | $3,607+52.0% |
| Admin fee / account holder | $979 | $5,958-83.6% | $10,261-90.5% | $5,124-80.9% |