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 | $81,544 | $118,849-31.4% | $96,562-15.6% | $167,490-51.3% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 15.66% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,833 | $3,120-41.2% | $2,356-22.2% | $4,837-62.1% |
| Participant deferral / active EE | $4,961 | $4,616+7.5% | $3,849+28.9% | $6,341-21.8% |
| Admin fee / account holder | $13,031 | $8,065+61.6% | $6,181+110.8% | $12,309+5.9% |