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 | $37,637 | $114,381-67.1% | $107,525-65.0% | $142,382-73.6% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 13.67% | 242.71%-229.0pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,023 | $4,015-24.7% | $3,754-19.5% | $4,299-29.7% |
| Participant deferral / active EE | $5,476 | $5,564-1.6% | $5,116+7.0% | $6,507-15.9% |
| Admin fee / account holder | $849 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |