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 6-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 | $37,196 | $165,335-77.5% | $149,696-75.2% | $158,922-76.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 32.22% | 348.15%-315.9pp | 276.60%-244.4pp | 302.83%-270.6pp |
| Employer contribution / active EE | $3,766 | $5,103-26.2% | $4,644-18.9% | $4,761-20.9% |
| Participant deferral / active EE | $9,147 | $7,181+27.4% | $6,842+33.7% | $5,982+52.9% |
| Admin fee / account holder | $11,948 | $10,807+10.6% | $9,309+28.4% | $11,246+6.2% |