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 7-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 | $84,237 | $114,381-26.4% | $107,525-21.7% | $142,382-40.8% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 12.36% | 242.71%-230.3pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,826 | $4,015-29.6% | $3,754-24.7% | $4,299-34.3% |
| Participant deferral / active EE | $2,215 | $5,564-60.2% | $5,116-56.7% | $6,507-66.0% |
| Admin fee / account holder | $1,815 | $9,860-81.6% | $8,919-79.6% | $12,624-85.6% |