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 | $42,329 | $197,591-78.6% | $177,821-76.2% | $158,922-73.4% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 15.21% | 58.76%-43.6pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,534 | $6,697-47.2% | $5,918-40.3% | $4,761-25.8% |
| Participant deferral / active EE | $5,396 | $8,405-35.8% | $7,714-30.1% | $5,982-9.8% |
| Admin fee / account holder | $1,019 | $15,399-93.4% | $12,427-91.8% | $11,246-90.9% |