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 | $124,894 | $179,726-30.5% | $156,263-20.1% | $142,382-12.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 16.62% | 77.86%-61.2pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,491 | $5,069-50.9% | $4,333-42.5% | $4,299-42.1% |
| Participant deferral / active EE | $7,856 | $6,956+12.9% | $6,158+27.6% | $6,507+20.7% |
| Admin fee / account holder | $1,683 | $17,272-90.3% | $14,255-88.2% | $12,624-86.7% |