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 | $77,949 | $159,602-51.2% | $150,045-48.0% | $142,382-45.3% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 15.55% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,900 | $4,961+119.7% | $4,693+132.3% | $4,299+153.5% |
| Participant deferral / active EE | $6,823 | $8,310-17.9% | $7,997-14.7% | $6,507+4.9% |
| Admin fee / account holder | $18,149 | $14,846+22.2% | $13,435+35.1% | $12,624+43.8% |