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 | $125,853 | $89,753+40.2% | $107,525+17.0% | $84,808+48.4% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 69.46% | 29.48%+40.0pp | 181.32%-111.9pp | 40.90%+28.6pp |
| Employer contribution / active EE | $1,007 | $3,113-67.7% | $3,754-73.2% | $2,631-61.7% |
| Participant deferral / active EE | $2,348 | $4,056-42.1% | $5,116-54.1% | $4,212-44.2% |
| Admin fee / account holder | $3,502 | $7,222-51.5% | $8,919-60.7% | $7,344-52.3% |