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 | $33,887 | $159,602-78.8% | $150,045-77.4% | $142,382-76.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 14.67% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,951 | $4,961-60.7% | $4,693-58.4% | $4,299-54.6% |
| Participant deferral / active EE | $5,179 | $8,310-37.7% | $7,997-35.2% | $6,507-20.4% |
| Admin fee / account holder | $1,125 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |