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 9-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 | $117,230 | $183,519-36.1% | $155,509-24.6% | $145,922-19.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.61% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $7,353 | $5,313+38.4% | $4,672+57.4% | $4,660+57.8% |
| Participant deferral / active EE | $13,065 | $6,462+102.2% | $5,626+132.2% | $6,688+95.4% |
| Admin fee / account holder | $4,683 | $19,313-75.8% | $15,912-70.6% | $13,397-65.0% |