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 7-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 | $121,269 | $148,534-18.4% | $135,903-10.8% | $139,434-13.0% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 21.26% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $17,985 | $5,243+243.0% | $4,856+270.4% | $4,751+278.6% |
| Participant deferral / active EE | $17,985 | $8,100+122.0% | $7,758+131.8% | $6,710+168.0% |
| Admin fee / account holder | $1,883 | $12,400-84.8% | $10,762-82.5% | $11,403-83.5% |