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 | $37,195 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.86% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,513 | $2,773+26.7% | $2,289+53.5% | $4,299-18.3% |
| Participant deferral / active EE | $5,780 | $4,714+22.6% | $4,084+41.5% | $6,507-11.2% |
| Admin fee / account holder | $424 | $10,433-95.9% | $8,777-95.2% | $12,624-96.6% |