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 | $64,920 | $175,202-62.9% | $149,673-56.6% | $139,434-53.4% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 14.21% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,444 | $5,474-55.4% | $4,818-49.3% | $4,751-48.6% |
| Participant deferral / active EE | $6,019 | $6,519-7.7% | $5,680+6.0% | $6,710-10.3% |
| Admin fee / account holder | $2,388 | $16,150-85.2% | $13,210-81.9% | $11,403-79.1% |