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 | $59,081 | $217,402-72.8% | $185,823-68.2% | $167,490-64.7% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.70% | 148.36%-135.7pp | 122.05%-109.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,200 | $5,873-62.5% | $5,167-57.4% | $4,837-54.5% |
| Participant deferral / active EE | $7,928 | $6,356+24.7% | $5,568+42.4% | $6,341+25.0% |
| Admin fee / account holder | $485 | $19,811-97.6% | $16,237-97.0% | $12,309-96.1% |