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 8-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 | $34,739 | $69,207-49.8% | $64,056-45.8% | $139,434-75.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.3%+21.0pp | 80.3%+13.0pp |
| Annual return | 21.26% | 45.88%-24.6pp | 33.69%-12.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,710 | $3,182+16.6% | $2,747+35.1% | $4,751-21.9% |
| Participant deferral / active EE | $4,427 | $4,682-5.4% | $3,880+14.1% | $6,710-34.0% |
| Admin fee / account holder | $1,347 | $4,244-68.3% | $3,068-56.1% | $11,403-88.2% |