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 | $35,369 | $209,411-83.1% | $178,490-80.2% | $158,922-77.7% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 15.21% | 188.75%-173.5pp | 151.07%-135.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,369 | $5,706-23.4% | $5,011-12.8% | $4,761-8.2% |
| Participant deferral / active EE | $5,935 | $5,954-0.3% | $5,202+14.1% | $5,982-0.8% |
| Admin fee / account holder | $1,108 | $17,074-93.5% | $13,984-92.1% | $11,246-90.1% |