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 | $36,843 | $162,781-77.4% | $133,956-72.5% | $158,922-76.8% |
| Participation rate | 76.5% | 83.2%-6.8pp | 79.8%-3.4pp | 82.0%-5.5pp |
| Annual return | 22.38% | 41.94%-19.6pp | 45.09%-22.7pp | 302.83%-280.4pp |
| Employer contribution / active EE | $3,518 | $4,975-29.3% | $3,919-10.2% | $4,761-26.1% |
| Participant deferral / active EE | $7,325 | $5,911+23.9% | $5,048+45.1% | $5,982+22.5% |
| Admin fee / account holder | $485 | $11,736-95.9% | $8,927-94.6% | $11,246-95.7% |