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 | $35,687 | $133,922-73.4% | $116,228-69.3% | $142,382-74.9% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 15.65% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,594 | $3,446-53.7% | $2,994-46.8% | $4,299-62.9% |
| Participant deferral / active EE | $5,931 | $5,672+4.6% | $4,953+19.7% | $6,507-8.9% |
| Admin fee / account holder | $3,540 | $14,945-76.3% | $11,989-70.5% | $12,624-72.0% |