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 6-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 | $40,748 | $159,602-74.5% | $150,045-72.8% | $142,382-71.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 19.09% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,585 | $4,961-47.9% | $4,693-44.9% | $4,299-39.9% |
| Participant deferral / active EE | $2,585 | $8,310-68.9% | $7,997-67.7% | $6,507-60.3% |
| Admin fee / account holder | $492 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |