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 | $35,306 | $112,881-68.7% | $90,951-61.2% | $158,922-77.8% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 20.84% | 215.79%-195.0pp | 134.60%-113.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,610 | $2,893-9.8% | $2,122+23.0% | $4,761-45.2% |
| Participant deferral / active EE | $5,680 | $4,128+37.6% | $3,373+68.4% | $5,982-5.1% |
| Admin fee / account holder | $426 | $8,041-94.7% | $5,959-92.9% | $11,246-96.2% |