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 6-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 | $85,350 | $114,381-25.4% | $107,525-20.6% | $142,382-40.1% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 17.72% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,648 | $4,015-34.0% | $3,754-29.5% | $4,299-38.4% |
| Participant deferral / active EE | $4,610 | $5,564-17.1% | $5,116-9.9% | $6,507-29.2% |
| Admin fee / account holder | $1,766 | $9,860-82.1% | $8,919-80.2% | $12,624-86.0% |