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 | $89,484 | $162,781-45.0% | $133,956-33.2% | $158,922-43.7% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 17.86% | 41.94%-24.1pp | 45.09%-27.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,714 | $4,975-25.3% | $3,919-5.2% | $4,761-22.0% |
| Participant deferral / active EE | $8,517 | $5,911+44.1% | $5,048+68.7% | $5,982+42.4% |
| Admin fee / account holder | $1,589 | $11,736-86.5% | $8,927-82.2% | $11,246-85.9% |