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 7-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 | $36,653 | $154,117-76.2% | $129,995-71.8% | $139,434-73.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 13.94% | 32.48%-18.5pp | -137.18%+151.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $9,675 | $5,289+82.9% | $4,320+124.0% | $4,751+103.7% |
| Participant deferral / active EE | $19,276 | $6,710+187.3% | $5,820+231.2% | $6,710+187.3% |
| Admin fee / account holder | $2,475 | $14,007-82.3% | $10,614-76.7% | $11,403-78.3% |