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 7-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 | $104,556 | $159,602-34.5% | $150,045-30.3% | $142,382-26.6% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 20.86% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $5,030 | $4,961+1.4% | $4,693+7.2% | $4,299+17.0% |
| Participant deferral / active EE | $10,751 | $8,310+29.4% | $7,997+34.4% | $6,507+65.2% |
| Admin fee / account holder | $6,691 | $14,846-54.9% | $13,435-50.2% | $12,624-47.0% |