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 | $143,521 | $238,490-39.8% | $180,183-20.3% | $142,382+0.8% |
| Participation rate | 92.9% | 82.3%+10.6pp | 77.4%+15.4pp | 80.1%+12.7pp |
| Annual return | 16.93% | 33.56%-16.6pp | 27.86%-10.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $12,649 | $6,143+105.9% | $5,039+151.0% | $4,299+194.2% |
| Participant deferral / active EE | $19,400 | $7,996+142.6% | $6,822+184.4% | $6,507+198.1% |
| Admin fee / account holder | $8,033 | $28,866-72.2% | $19,975-59.8% | $12,624-36.4% |