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 6-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 | $35,937 | $175,202-79.5% | $149,673-76.0% | $139,434-74.2% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 22.46% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,875 | $5,474-65.8% | $4,818-61.1% | $4,751-60.5% |
| Participant deferral / active EE | $6,218 | $6,519-4.6% | $5,680+9.5% | $6,710-7.3% |
| Admin fee / account holder | $324 | $16,150-98.0% | $13,210-97.5% | $11,403-97.2% |