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 | $42,930 | $65,395-34.4% | $182,532-76.5% | $72,985-41.2% |
| Participation rate | 83.7% | 65.4%+18.3pp | 78.0%+5.7pp | 69.5%+14.2pp |
| Annual return | 31.68% | 27.68%+4.0pp | 148.54%-116.9pp | 81.00%-49.3pp |
| Employer contribution / active EE | $5,499 | $1,911+187.7% | $4,076+34.9% | $2,440+125.4% |
| Participant deferral / active EE | $7,427 | $3,563+108.5% | $5,524+34.4% | $3,607+105.9% |
| Admin fee / account holder | $6,331 | $4,245+49.2% | $8,592-26.3% | $5,124+23.5% |