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 4-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 | $142,032 | $172,478-17.7% | $145,661-2.5% | $142,382-0.2% |
| Participation rate | 92.9% | 80.1%+12.8pp | 77.2%+15.6pp | 80.1%+12.7pp |
| Annual return | 15.48% | 151.09%-135.6pp | 101.46%-86.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,435 | $4,899-70.7% | $4,238-66.1% | $4,299-66.6% |
| Participant deferral / active EE | $15,325 | $8,348+83.6% | $7,198+112.9% | $6,507+135.5% |
| Admin fee / account holder | $6,925 | $16,864-58.9% | $12,466-44.5% | $12,624-45.1% |