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 | $64,085 | $179,726-64.3% | $156,263-59.0% | $142,382-55.0% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 17.89% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,076 | $5,069+0.1% | $4,333+17.1% | $4,299+18.1% |
| Participant deferral / active EE | $8,515 | $6,956+22.4% | $6,158+38.3% | $6,507+30.8% |
| Admin fee / account holder | $9,277 | $17,272-46.3% | $14,255-34.9% | $12,624-26.5% |