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 | $84,233 | $179,726-53.1% | $156,263-46.1% | $142,382-40.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 18.82% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,309 | $5,069+63.9% | $4,333+91.8% | $4,299+93.3% |
| Participant deferral / active EE | $3,262 | $6,956-53.1% | $6,158-47.0% | $6,507-49.9% |
| Admin fee / account holder | $2,271 | $17,272-86.9% | $14,255-84.1% | $12,624-82.0% |