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 | $52,961 | $133,922-60.5% | $116,228-54.4% | $142,382-62.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.6%-4.0pp | 80.1%-9.5pp |
| Annual return | 16.47% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,059 | $3,446+17.8% | $2,994+35.6% | $4,299-5.6% |
| Participant deferral / active EE | $4,864 | $5,672-14.2% | $4,953-1.8% | $6,507-25.3% |
| Admin fee / account holder | $723 | $14,945-95.2% | $11,989-94.0% | $12,624-94.3% |