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 | $80,560 | $124,319-35.2% | $111,297-27.6% | $167,490-51.9% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 13.94% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,881 | $3,435-45.2% | $2,731-31.1% | $4,837-61.1% |
| Participant deferral / active EE | $5,829 | $5,180+12.5% | $4,487+29.9% | $6,341-8.1% |
| Admin fee / account holder | $2,977 | $10,618-72.0% | $7,964-62.6% | $12,309-75.8% |