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 | $41,148 | $126,574-67.5% | $106,213-61.3% | $145,922-71.8% |
| Participation rate | 72.2% | 77.6%-5.4pp | 75.3%-3.1pp | 80.3%-8.1pp |
| Annual return | 18.69% | 224.79%-206.1pp | 116.14%-97.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,960 | $3,730+6.2% | $3,171+24.9% | $4,660-15.0% |
| Participant deferral / active EE | $4,354 | $5,724-23.9% | $5,016-13.2% | $6,688-34.9% |
| Admin fee / account holder | $462 | $17,304-97.3% | $11,033-95.8% | $13,397-96.6% |