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 | $37,778 | $228,332-83.5% | $185,823-79.7% | $158,922-76.2% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 23.09% | 40.80%-17.7pp | 35.95%-12.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,252 | $4,967-34.5% | $4,087-20.4% | $4,761-31.7% |
| Participant deferral / active EE | $9,576 | $6,415+49.3% | $5,632+70.0% | $5,982+60.1% |
| Admin fee / account holder | $2,052 | $11,864-82.7% | $9,500-78.4% | $11,246-81.8% |