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 9-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 | $118,035 | $165,335-28.6% | $149,696-21.2% | $158,922-25.7% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 15.89% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,770 | $5,103-45.7% | $4,644-40.3% | $4,761-41.8% |
| Participant deferral / active EE | $8,381 | $7,181+16.7% | $6,842+22.5% | $5,982+40.1% |
| Admin fee / account holder | $842 | $10,807-92.2% | $9,309-91.0% | $11,246-92.5% |