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 | $30,840 | $165,335-81.3% | $149,696-79.4% | $158,922-80.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 27.01% | 348.15%-321.1pp | 276.60%-249.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $3,363 | $5,103-34.1% | $4,644-27.6% | $4,761-29.4% |
| Participant deferral / active EE | $5,830 | $7,181-18.8% | $6,842-14.8% | $5,982-2.5% |
| Admin fee / account holder | $15,235 | $10,807+41.0% | $9,309+63.7% | $11,246+35.5% |