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 | $41,357 | $85,022-51.4% | $70,515-41.3% | $139,434-70.3% |
| Participation rate | 94.4% | 73.9%+20.5pp | 68.3%+26.1pp | 80.3%+14.1pp |
| Annual return | 18.07% | 30.38%-12.3pp | 32.77%-14.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,994 | $3,909+27.8% | $2,973+67.9% | $4,751+5.1% |
| Participant deferral / active EE | $11,366 | $5,890+93.0% | $4,567+148.9% | $6,710+69.4% |
| Admin fee / account holder | $6,312 | $8,906-29.1% | $6,412-1.6% | $11,403-44.6% |