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 7-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 | $35,354 | $70,669-50.0% | $169,368-79.1% | $75,163-53.0% |
| Participation rate | 88.6% | 64.8%+23.8pp | 77.1%+11.4pp | 67.2%+21.4pp |
| Annual return | 17.99% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,104 | $2,211+85.6% | $4,013+2.3% | $2,670+53.7% |
| Participant deferral / active EE | $9,267 | $4,311+115.0% | $6,221+49.0% | $4,125+124.6% |
| Admin fee / account holder | $8,395 | $5,402+55.4% | $9,003-6.8% | $5,651+48.6% |