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 | $93,976 | $228,332-58.8% | $185,823-49.4% | $158,922-40.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 69.84% | 40.80%+29.0pp | 35.95%+33.9pp | 302.83%-233.0pp |
| Employer contribution / active EE | $5,349 | $4,967+7.7% | $4,087+30.9% | $4,761+12.3% |
| Participant deferral / active EE | $13,914 | $6,415+116.9% | $5,632+147.1% | $5,982+132.6% |
| Admin fee / account holder | $3,031 | $11,864-74.5% | $9,500-68.1% | $11,246-73.0% |