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 | $37,145 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,040 | $4,961-18.6% | $4,693-13.9% | $4,299-6.0% |
| Participant deferral / active EE | $14,024 | $8,310+68.8% | $7,997+75.4% | $6,507+115.5% |
| Admin fee / account holder | $13,448 | $14,846-9.4% | $13,435+0.1% | $12,624+6.5% |