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 | $58,759 | $123,793-52.5% | $177,821-67.0% | $79,858-26.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 77.99% | 22.82%+55.2pp | 48.32%+29.7pp | 31.71%+46.3pp |
| Employer contribution / active EE | $2,982 | $4,095-27.2% | $5,918-49.6% | $2,471+20.7% |
| Participant deferral / active EE | $12,407 | $5,956+108.3% | $7,714+60.8% | $3,740+231.7% |
| Admin fee / account holder | $3,767 | $7,243-48.0% | $12,427-69.7% | $5,306-29.0% |