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 | $80,624 | $114,381-29.5% | $107,525-25.0% | $142,382-43.4% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 21.33% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $8,783 | $4,015+118.8% | $3,754+134.0% | $4,299+104.3% |
| Participant deferral / active EE | $5,150 | $5,564-7.4% | $5,116+0.7% | $6,507-20.9% |
| Admin fee / account holder | $428 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |