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 7-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 | $35,191 | $148,534-76.3% | $135,903-74.1% | $139,434-74.8% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 23.46% | 79.19%-55.7pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,623 | $5,243-50.0% | $4,856-46.0% | $4,751-44.8% |
| Participant deferral / active EE | $17,264 | $8,100+113.1% | $7,758+122.5% | $6,710+157.3% |
| Admin fee / account holder | $6,218 | $12,400-49.9% | $10,762-42.2% | $11,403-45.5% |