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 | $32,044 | $175,202-81.7% | $149,673-78.6% | $139,434-77.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.03% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,609 | $5,474-52.3% | $4,818-45.8% | $4,751-45.1% |
| Participant deferral / active EE | $8,958 | $6,519+37.4% | $5,680+57.7% | $6,710+33.5% |
| Admin fee / account holder | $3,471 | $16,150-78.5% | $13,210-73.7% | $11,403-69.6% |