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 | $33,283 | $96,484-65.5% | $75,886-56.1% | $152,861-78.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 20.49% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,790 | $3,309+14.5% | $2,500+51.6% | $4,762-20.4% |
| Participant deferral / active EE | $9,641 | $4,553+111.7% | $3,603+167.6% | $5,850+64.8% |
| Admin fee / account holder | $16,229 | $8,078+100.9% | $5,418+199.5% | $11,596+39.9% |