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 4-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 | $68,734 | $177,572-61.3% | $154,803-55.6% | $142,382-51.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 29.16% | 65.07%-35.9pp | 58.88%-29.7pp | 217.08%-187.9pp |
| Employer contribution / active EE | $13,728 | $4,810+185.4% | $4,305+218.9% | $4,299+219.3% |
| Participant deferral / active EE | $9,772 | $6,272+55.8% | $5,540+76.4% | $6,507+50.2% |
| Admin fee / account holder | $320 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |