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 | $75,212 | $54,705+37.5% | $71,209+5.6% | $84,808-11.3% |
| Participation rate | 78.8% | 64.1%+14.7pp | 73.8%+5.0pp | 68.3%+10.5pp |
| Annual return | 16.86% | 35.90%-19.0pp | 282.51%-265.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,308 | $2,158-39.4% | $2,721-51.9% | $2,631-50.3% |
| Participant deferral / active EE | $4,089 | $3,030+34.9% | $4,175-2.1% | $4,212-2.9% |
| Admin fee / account holder | $2,811 | $4,863-42.2% | $5,349-47.4% | $7,344-61.7% |