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 | $37,520 | $176,056-78.7% | $159,436-76.5% | $167,490-77.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 23.18% | 331.75%-308.6pp | 263.57%-240.4pp | 478.56%-455.4pp |
| Employer contribution / active EE | $4,608 | $5,297-13.0% | $4,829-4.6% | $4,837-4.7% |
| Participant deferral / active EE | $16,785 | $7,750+116.6% | $7,352+128.3% | $6,341+164.7% |
| Admin fee / account holder | $4,786 | $12,554-61.9% | $10,799-55.7% | $12,309-61.1% |