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 | $64,896 | $114,381-43.3% | $107,525-39.6% | $142,382-54.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 13.59% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,137 | $4,015-46.8% | $3,754-43.1% | $4,299-50.3% |
| Participant deferral / active EE | $6,635 | $5,564+19.2% | $5,116+29.7% | $6,507+2.0% |
| Admin fee / account holder | $2,055 | $9,860-79.2% | $8,919-77.0% | $12,624-83.7% |