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 | $38,606 | $111,754-65.5% | $103,333-62.6% | $145,922-73.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.78% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,601 | $4,212-14.5% | $3,868-6.9% | $4,660-22.7% |
| Participant deferral / active EE | $5,379 | $5,619-4.3% | $5,057+6.4% | $6,688-19.6% |
| Admin fee / account holder | $508 | $9,750-94.8% | $8,355-93.9% | $13,397-96.2% |