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 | $38,851 | $126,574-69.3% | $106,213-63.4% | $145,922-73.4% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 10.16% | 224.79%-214.6pp | 116.14%-106.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,004 | $3,730-46.3% | $3,171-36.8% | $4,660-57.0% |
| Participant deferral / active EE | $3,539 | $5,724-38.2% | $5,016-29.4% | $6,688-47.1% |
| Admin fee / account holder | $3,623 | $17,304-79.1% | $11,033-67.2% | $13,397-73.0% |