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 | $107,536 | $214,378-49.8% | $200,582-46.4% | $142,382-24.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 25.54% | 46.41%-20.9pp | 42.33%-16.8pp | 217.08%-191.5pp |
| Employer contribution / active EE | $4,069 | $6,841-40.5% | $6,419-36.6% | $4,299-5.4% |
| Participant deferral / active EE | $10,673 | $9,865+8.2% | $9,331+14.4% | $6,507+64.0% |
| Admin fee / account holder | $3,232 | $17,692-81.7% | $16,305-80.2% | $12,624-74.4% |