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 8-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 | $32,975 | $133,922-75.4% | $116,228-71.6% | $142,382-76.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 17.32% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,458 | $3,446-57.7% | $2,994-51.3% | $4,299-66.1% |
| Participant deferral / active EE | $5,346 | $5,672-5.8% | $4,953+7.9% | $6,507-17.8% |
| Admin fee / account holder | $1,060 | $14,945-92.9% | $11,989-91.2% | $12,624-91.6% |