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 | $64,035 | $74,888-14.5% | $71,209-10.1% | $142,382-55.0% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 19.59% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,633 | $2,854-7.8% | $2,721-3.2% | $4,299-38.8% |
| Participant deferral / active EE | $6,650 | $4,454+49.3% | $4,175+59.3% | $6,507+2.2% |
| Admin fee / account holder | $1,184 | $5,568-78.7% | $5,349-77.9% | $12,624-90.6% |