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 9-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 | $30,152 | $73,933-59.2% | $96,683-68.8% | $75,163-59.9% |
| Participation rate | 91.2% | 66.4%+24.8pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 23.21% | 26.70%-3.5pp | 35.69%-12.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,834 | $2,928-37.4% | $3,737-50.9% | $2,670-31.3% |
| Participant deferral / active EE | $3,124 | $3,659-14.6% | $4,878-36.0% | $4,125-24.3% |
| Admin fee / account holder | $407 | $5,216-92.2% | $6,730-93.9% | $5,651-92.8% |