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 10-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 | $36,910 | $217,402-83.0% | $185,823-80.1% | $167,490-78.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.43% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,611 | $5,873-38.5% | $5,167-30.1% | $4,837-25.3% |
| Participant deferral / active EE | $7,915 | $6,356+24.5% | $5,568+42.2% | $6,341+24.8% |
| Admin fee / account holder | $1,471 | $19,811-92.6% | $16,237-90.9% | $12,309-88.1% |