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 | $93,198 | $197,591-52.8% | $177,821-47.6% | $158,922-41.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.62% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,715 | $6,697-44.5% | $5,918-37.2% | $4,761-22.0% |
| Participant deferral / active EE | $11,331 | $8,405+34.8% | $7,714+46.9% | $5,982+89.4% |
| Admin fee / account holder | $6,010 | $15,399-61.0% | $12,427-51.6% | $11,246-46.6% |