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 | $42,836 | $226,064-81.1% | $182,532-76.5% | $152,861-72.0% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 19.11% | 192.51%-173.4pp | 148.54%-129.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,488 | $4,978-70.1% | $4,076-63.5% | $4,762-68.8% |
| Participant deferral / active EE | $2,016 | $6,368-68.3% | $5,524-63.5% | $5,850-65.5% |
| Admin fee / account holder | $6,985 | $10,703-34.7% | $8,592-18.7% | $11,596-39.8% |