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 | $128,000 | $159,602-19.8% | $150,045-14.7% | $142,382-10.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.22% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,355 | $4,961-32.4% | $4,693-28.5% | $4,299-22.0% |
| Participant deferral / active EE | $6,728 | $8,310-19.0% | $7,997-15.9% | $6,507+3.4% |
| Admin fee / account holder | $2,257 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |