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 | $91,293 | $179,726-49.2% | $156,263-41.6% | $142,382-35.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.41% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,955 | $5,069-22.0% | $4,333-8.7% | $4,299-8.0% |
| Participant deferral / active EE | $6,496 | $6,956-6.6% | $6,158+5.5% | $6,507-0.2% |
| Admin fee / account holder | $1,761 | $17,272-89.8% | $14,255-87.6% | $12,624-86.1% |