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 | $67,315 | $104,974-35.9% | $95,585-29.6% | $142,382-52.7% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 18.68% | 210.33%-191.6pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,929 | $2,779+41.4% | $2,527+55.5% | $4,299-8.6% |
| Participant deferral / active EE | $7,826 | $4,352+79.8% | $4,023+94.6% | $6,507+20.3% |
| Admin fee / account holder | $19,335 | $6,386+202.8% | $6,127+215.6% | $12,624+53.2% |