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 6-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 | $144,339 | $107,452+34.3% | $91,541+57.7% | $142,382+1.4% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.8%+24.0pp | 80.1%+13.6pp |
| Annual return | 14.64% | 22.06%-7.4pp | 20.50%-5.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,562 | $2,994+19.0% | $2,505+42.2% | $4,299-17.2% |
| Participant deferral / active EE | $7,939 | $4,754+67.0% | $4,008+98.1% | $6,507+22.0% |
| Admin fee / account holder | $33,890 | $8,834+283.6% | $6,956+387.2% | $12,624+168.5% |