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 9-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 | $32,476 | $115,770-71.9% | $101,248-67.9% | $158,922-79.6% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 16.56% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,243 | $4,175-46.3% | $3,660-38.7% | $4,761-52.9% |
| Participant deferral / active EE | $6,115 | $4,957+23.3% | $4,370+39.9% | $5,982+2.2% |
| Admin fee / account holder | $2,099 | $7,245-71.0% | $5,945-64.7% | $11,246-81.3% |