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 | $96,854 | $114,381-15.3% | $107,525-9.9% | $142,382-32.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 20.53% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,785 | $4,015-5.7% | $3,754+0.8% | $4,299-12.0% |
| Participant deferral / active EE | $8,671 | $5,564+55.8% | $5,116+69.5% | $6,507+33.3% |
| Admin fee / account holder | $3,033 | $9,860-69.2% | $8,919-66.0% | $12,624-76.0% |