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 8-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 | $37,376 | $98,750-62.2% | $149,696-75.0% | $79,858-53.2% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 35.11% | 27.43%+7.7pp | 276.60%-241.5pp | 31.71%+3.4pp |
| Employer contribution / active EE | $3,601 | $3,216+12.0% | $4,644-22.5% | $2,471+45.7% |
| Participant deferral / active EE | $9,584 | $5,680+68.7% | $6,842+40.1% | $3,740+156.3% |
| Admin fee / account holder | $1,740 | $6,053-71.2% | $9,309-81.3% | $5,306-67.2% |