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 | $69,777 | $86,286-19.1% | $111,297-37.3% | $85,850-18.7% |
| Participation rate | 91.3% | 73.3%+18.0pp | 77.3%+14.0pp | 69.3%+22.0pp |
| Annual return | 44.40% | 19.99%+24.4pp | 54.65%-10.3pp | 318.53%-274.1pp |
| Employer contribution / active EE | $1,763 | $2,043-13.7% | $2,731-35.4% | $2,565-31.3% |
| Participant deferral / active EE | $4,443 | $3,641+22.0% | $4,487-1.0% | $3,952+12.4% |
| Admin fee / account holder | $9,572 | $8,188+16.9% | $7,964+20.2% | $6,260+52.9% |