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 | $104,470 | $109,881-4.9% | $150,045-30.4% | $84,808+23.2% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 130.51% | 28.25%+102.3pp | 62.55%+68.0pp | 40.90%+89.6pp |
| Employer contribution / active EE | $1,743 | $3,561-51.0% | $4,693-62.9% | $2,631-33.7% |
| Participant deferral / active EE | $4,267 | $6,636-35.7% | $7,997-46.6% | $4,212+1.3% |
| Admin fee / account holder | $2,768 | $8,568-67.7% | $13,435-79.4% | $7,344-62.3% |