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 | $33,913 | $175,202-80.6% | $149,673-77.3% | $139,434-75.7% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 12.83% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,274 | $5,474-58.5% | $4,818-52.8% | $4,751-52.1% |
| Participant deferral / active EE | $6,321 | $6,519-3.0% | $5,680+11.3% | $6,710-5.8% |
| Admin fee / account holder | $1,178 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |