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 | $139,664 | $86,286+61.9% | $111,297+25.5% | $85,850+62.7% |
| Participation rate | 98.0% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 16.19% | 19.99%-3.8pp | 54.65%-38.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,492 | $2,043+70.9% | $2,731+27.8% | $2,565+36.1% |
| Participant deferral / active EE | $8,620 | $3,641+136.8% | $4,487+92.1% | $3,952+118.1% |
| Admin fee / account holder | $2,663 | $8,188-67.5% | $7,964-66.6% | $6,260-57.5% |