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 8-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 | $140,860 | $180,449-21.9% | $154,107-8.6% | $135,375+4.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 2.05% | 888.09%-886.0pp | 735.12%-733.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $2,889 | $6,035-52.1% | $5,298-45.5% | $4,779-39.5% |
| Participant deferral / active EE | $5,463 | $5,806-5.9% | $5,081+7.5% | $5,609-2.6% |
| Admin fee / account holder | $485 | $16,143-97.0% | $13,411-96.4% | $10,827-95.5% |