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 4-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 | $40,966 | $159,602-74.3% | $150,045-72.7% | $142,382-71.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 23.05% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,682 | $4,961-45.9% | $4,693-42.9% | $4,299-37.6% |
| Participant deferral / active EE | $8,853 | $8,310+6.5% | $7,997+10.7% | $6,507+36.0% |
| Admin fee / account holder | $2,244 | $14,846-84.9% | $13,435-83.3% | $12,624-82.2% |