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 | $83,094 | $201,272-58.7% | $184,203-54.9% | $145,922-43.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.12% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,588 | $7,022-34.7% | $6,427-28.6% | $4,660-1.5% |
| Participant deferral / active EE | $9,501 | $9,806-3.1% | $9,131+4.0% | $6,688+42.1% |
| Admin fee / account holder | $20,168 | $16,364+23.2% | $13,901+45.1% | $13,397+50.5% |