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 | $74,173 | $227,553-67.4% | $189,557-60.9% | $167,490-55.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 8.19% | 78.40%-70.2pp | 64.17%-56.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,416 | $5,316-54.6% | $4,412-45.3% | $4,837-50.1% |
| Participant deferral / active EE | $9,772 | $7,002+39.6% | $6,174+58.3% | $6,341+54.1% |
| Admin fee / account holder | $336 | $11,878-97.2% | $9,807-96.6% | $12,309-97.3% |