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 6-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 | $84,886 | $95,266-10.9% | $82,389+3.0% | $142,382-40.4% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.5%+25.7pp | 80.1%+15.1pp |
| Annual return | 13.65% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,827 | $4,809+104.3% | $4,155+136.5% | $6,507+51.0% |
| Admin fee / account holder | $20,230 | $8,563+136.2% | $7,231+179.8% | $12,624+60.3% |