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 7-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 | $36,821 | $214,378-82.8% | $200,582-81.6% | $142,382-74.1% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 21.24% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,397 | $6,841-65.0% | $6,419-62.7% | $4,299-44.3% |
| Participant deferral / active EE | $9,002 | $9,865-8.7% | $9,331-3.5% | $6,507+38.3% |
| Admin fee / account holder | $1,312 | $17,692-92.6% | $16,305-92.0% | $12,624-89.6% |