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 | $28,447 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 28.83% | 348.15%-319.3pp | 276.60%-247.8pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,560 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $7,929 | $7,181+10.4% | $6,842+15.9% | $5,982+32.5% |
| Admin fee / account holder | $1,308 | $10,807-87.9% | $9,309-85.9% | $11,246-88.4% |