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 6-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 | $37,028 | $114,381-67.6% | $107,525-65.6% | $142,382-74.0% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 18.96% | 242.71%-223.7pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,191 | $4,015-45.4% | $3,754-41.6% | $4,299-49.0% |
| Participant deferral / active EE | $6,043 | $5,564+8.6% | $5,116+18.1% | $6,507-7.1% |
| Admin fee / account holder | $2,091 | $9,860-78.8% | $8,919-76.6% | $12,624-83.4% |