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 | $83,382 | $70,669+18.0% | $169,368-50.8% | $75,163+10.9% |
| Participation rate | 80.8% | 64.8%+16.0pp | 77.1%+3.6pp | 67.2%+13.6pp |
| Annual return | 18.66% | 36.36%-17.7pp | 405.60%-386.9pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,020 | $2,211+36.6% | $4,013-24.7% | $2,670+13.1% |
| Participant deferral / active EE | $5,609 | $4,311+30.1% | $6,221-9.8% | $4,125+36.0% |
| Admin fee / account holder | $1,133 | $5,402-79.0% | $9,003-87.4% | $5,651-80.0% |