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 8-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 | $37,670 | $93,571-59.7% | $135,903-72.3% | $75,163-49.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 42.93% | 30.90%+12.0pp | 68.23%-25.3pp | 160.62%-117.7pp |
| Employer contribution / active EE | $3,580 | $3,537+1.2% | $4,856-26.3% | $2,670+34.1% |
| Participant deferral / active EE | $12,258 | $6,404+91.4% | $7,758+58.0% | $4,125+197.2% |
| Admin fee / account holder | $3,941 | $6,975-43.5% | $10,762-63.4% | $5,651-30.3% |