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 | $66,132 | $117,841-43.9% | $102,423-35.4% | $145,922-54.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 9.29% | 31.65%-22.4pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $974 | $3,615-73.1% | $3,023-67.8% | $4,660-79.1% |
| Participant deferral / active EE | $4,620 | $5,731-19.4% | $5,053-8.6% | $6,688-30.9% |
| Admin fee / account holder | $1,338 | $13,326-90.0% | $9,451-85.8% | $13,397-90.0% |