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 7-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 | $93,788 | $177,572-47.2% | $154,803-39.4% | $142,382-34.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 15.93% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,364 | $4,810-50.9% | $4,305-45.1% | $4,299-45.0% |
| Participant deferral / active EE | $9,068 | $6,272+44.6% | $5,540+63.7% | $6,507+39.3% |
| Admin fee / account holder | $1,658 | $16,786-90.1% | $14,329-88.4% | $12,624-86.9% |