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 | $130,588 | $175,202-25.5% | $149,673-12.8% | $139,434-6.3% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 19.66% | 166.71%-147.0pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,140 | $5,474-42.6% | $4,818-34.8% | $4,751-33.9% |
| Participant deferral / active EE | $8,292 | $6,519+27.2% | $5,680+46.0% | $6,710+23.6% |
| Admin fee / account holder | $3,958 | $16,150-75.5% | $13,210-70.0% | $11,403-65.3% |