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 | $39,230 | $148,534-73.6% | $135,903-71.1% | $139,434-71.9% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 23.01% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,362 | $5,243-54.9% | $4,856-51.4% | $4,751-50.3% |
| Participant deferral / active EE | $5,478 | $8,100-32.4% | $7,758-29.4% | $6,710-18.4% |
| Admin fee / account holder | $570 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |