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 6-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 | $139,383 | $179,726-22.4% | $156,263-10.8% | $142,382-2.1% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 15.85% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,027 | $5,069-20.6% | $4,333-7.1% | $4,299-6.3% |
| Participant deferral / active EE | $11,409 | $6,956+64.0% | $6,158+85.3% | $6,507+75.3% |
| Admin fee / account holder | $6,786 | $17,272-60.7% | $14,255-52.4% | $12,624-46.2% |