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 8-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 | $43,038 | $148,534-71.0% | $135,903-68.3% | $139,434-69.1% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 25.45% | 79.19%-53.7pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,645 | $5,243-30.5% | $4,856-24.9% | $4,751-23.3% |
| Participant deferral / active EE | $9,388 | $8,100+15.9% | $7,758+21.0% | $6,710+39.9% |
| Admin fee / account holder | $4,845 | $12,400-60.9% | $10,762-55.0% | $11,403-57.5% |