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 | $37,148 | $175,202-78.8% | $149,673-75.2% | $139,434-73.4% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 24.32% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $4,783 | $5,474-12.6% | $4,818-0.7% | $4,751+0.7% |
| Participant deferral / active EE | $9,185 | $6,519+40.9% | $5,680+61.7% | $6,710+36.9% |
| Admin fee / account holder | $5,199 | $16,150-67.8% | $13,210-60.6% | $11,403-54.4% |