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 4-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 | $130,155 | $183,519-29.1% | $155,509-16.3% | $145,922-10.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 19.12% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,560 | $5,313-70.6% | $4,672-66.6% | $4,660-66.5% |
| Participant deferral / active EE | $6,033 | $6,462-6.6% | $5,626+7.2% | $6,688-9.8% |
| Admin fee / account holder | $2,000 | $19,313-89.6% | $15,912-87.4% | $13,397-85.1% |