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 | $106,926 | $114,381-6.5% | $107,525-0.6% | $142,382-24.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.08% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,525 | $4,015-37.1% | $3,754-32.7% | $4,299-41.3% |
| Participant deferral / active EE | $4,873 | $5,564-12.4% | $5,116-4.7% | $6,507-25.1% |
| Admin fee / account holder | $349 | $9,860-96.5% | $8,919-96.1% | $12,624-97.2% |