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 4-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 | $37,875 | $114,381-66.9% | $107,525-64.8% | $142,382-73.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 18.70% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,123 | $4,015+27.6% | $3,754+36.5% | $4,299+19.2% |
| Participant deferral / active EE | $11,482 | $5,564+106.4% | $5,116+124.5% | $6,507+76.5% |
| Admin fee / account holder | $4,633 | $9,860-53.0% | $8,919-48.1% | $12,624-63.3% |