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 7-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 | $35,727 | $118,450-69.8% | $98,439-63.7% | $139,434-74.4% |
| Participation rate | 72.2% | 77.4%-5.2pp | 75.2%-2.9pp | 80.3%-8.1pp |
| Annual return | 41.74% | 18.94%+22.8pp | 21.16%+20.6pp | 372.94%-331.2pp |
| Employer contribution / active EE | $4,732 | $3,609+31.1% | $3,048+55.3% | $4,751-0.4% |
| Participant deferral / active EE | $10,027 | $5,392+86.0% | $4,738+111.6% | $6,710+49.4% |
| Admin fee / account holder | $5,376 | $14,026-61.7% | $8,948-39.9% | $11,403-52.9% |