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 | $36,439 | $209,411-82.6% | $178,490-79.6% | $158,922-77.1% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 16.28% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,612 | $5,706-54.2% | $5,011-47.9% | $4,761-45.1% |
| Participant deferral / active EE | $6,507 | $5,954+9.3% | $5,202+25.1% | $5,982+8.8% |
| Admin fee / account holder | $1,827 | $17,074-89.3% | $13,984-86.9% | $11,246-83.8% |