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 | $96,448 | $159,602-39.6% | $150,045-35.7% | $142,382-32.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 33.28% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $8,240 | $4,961+66.1% | $4,693+75.6% | $4,299+91.7% |
| Participant deferral / active EE | $13,429 | $8,310+61.6% | $7,997+67.9% | $6,507+106.4% |
| Admin fee / account holder | $3,307 | $14,846-77.7% | $13,435-75.4% | $12,624-73.8% |