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 | $28,326 | $177,572-84.0% | $154,803-81.7% | $142,382-80.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 17.88% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,422 | $4,810-49.6% | $4,305-43.7% | $4,299-43.7% |
| Participant deferral / active EE | $7,097 | $6,272+13.2% | $5,540+28.1% | $6,507+9.1% |
| Admin fee / account holder | $1,617 | $16,786-90.4% | $14,329-88.7% | $12,624-87.2% |