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 | $80,867 | $109,881-26.4% | $150,045-46.1% | $84,808-4.6% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 22.21% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $5,310 | $3,561+49.1% | $4,693+13.1% | $2,631+101.8% |
| Participant deferral / active EE | $10,020 | $6,636+51.0% | $7,997+25.3% | $4,212+137.9% |
| Admin fee / account holder | $728 | $8,568-91.5% | $13,435-94.6% | $7,344-90.1% |