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 | $37,901 | $148,534-74.5% | $135,903-72.1% | $139,434-72.8% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 52.79% | 79.19%-26.4pp | 68.23%-15.4pp | 372.94%-320.2pp |
| Employer contribution / active EE | $2,183 | $5,243-58.4% | $4,856-55.0% | $4,751-54.1% |
| Participant deferral / active EE | $3,598 | $8,100-55.6% | $7,758-53.6% | $6,710-46.4% |
| Admin fee / account holder | $6,124 | $12,400-50.6% | $10,762-43.1% | $11,403-46.3% |