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 | $55,328 | $115,770-52.2% | $101,248-45.4% | $158,922-65.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 16.91% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,640 | $4,175-12.8% | $3,660-0.5% | $4,761-23.5% |
| Participant deferral / active EE | $7,829 | $4,957+57.9% | $4,370+79.1% | $5,982+30.9% |
| Admin fee / account holder | $3,965 | $7,245-45.3% | $5,945-33.3% | $11,246-64.7% |