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 | $42,460 | $177,572-76.1% | $154,803-72.6% | $142,382-70.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 36.47% | 65.07%-28.6pp | 58.88%-22.4pp | 217.08%-180.6pp |
| Employer contribution / active EE | $2,628 | $4,810-45.4% | $4,305-39.0% | $4,299-38.9% |
| Participant deferral / active EE | $5,687 | $6,272-9.3% | $5,540+2.6% | $6,507-12.6% |
| Admin fee / account holder | $409 | $16,786-97.6% | $14,329-97.1% | $12,624-96.8% |