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 | $80,390 | $101,724-21.0% | $164,813-51.2% | $80,856-0.6% |
| Participation rate | 89.0% | 71.8%+17.2pp | 78.6%+10.4pp | 67.6%+21.4pp |
| Annual return | 64.72% | 16.72%+48.0pp | 69.93%-5.2pp | 35.59%+29.1pp |
| Employer contribution / active EE | $2,139 | $2,953-27.6% | $4,341-50.7% | $2,755-22.4% |
| Participant deferral / active EE | $4,228 | $4,477-5.6% | $6,031-29.9% | $4,296-1.6% |
| Admin fee / account holder | $8,390 | $8,227+2.0% | $12,690-33.9% | $6,918+21.3% |