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 | $49,596 | $176,056-71.8% | $159,436-68.9% | $167,490-70.4% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.46% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,953 | $5,297-25.4% | $4,829-18.2% | $4,837-18.3% |
| Participant deferral / active EE | $6,955 | $7,750-10.3% | $7,352-5.4% | $6,341+9.7% |
| Admin fee / account holder | $2,279 | $12,554-81.8% | $10,799-78.9% | $12,309-81.5% |