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 3-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 | $34,322 | $159,602-78.5% | $150,045-77.1% | $142,382-75.9% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 27.73% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $7,768 | $4,961+56.6% | $4,693+65.5% | $4,299+80.7% |
| Participant deferral / active EE | $14,703 | $8,310+76.9% | $7,997+83.9% | $6,507+125.9% |
| Admin fee / account holder | $2,111 | $14,846-85.8% | $13,435-84.3% | $12,624-83.3% |