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 4-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 | $33,694 | $148,534-77.3% | $135,903-75.2% | $139,434-75.8% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 30.98% | 79.19%-48.2pp | 68.23%-37.3pp | 372.94%-342.0pp |
| Employer contribution / active EE | $2,773 | $5,243-47.1% | $4,856-42.9% | $4,751-41.6% |
| Participant deferral / active EE | $10,299 | $8,100+27.1% | $7,758+32.8% | $6,710+53.5% |
| Admin fee / account holder | $915 | $12,400-92.6% | $10,762-91.5% | $11,403-92.0% |