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 | $80,876 | $159,602-49.3% | $150,045-46.1% | $142,382-43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.55% | 70.24%-35.7pp | 62.55%-28.0pp | 217.08%-182.5pp |
| Employer contribution / active EE | $3,118 | $4,961-37.2% | $4,693-33.6% | $4,299-27.5% |
| Participant deferral / active EE | $8,447 | $8,310+1.6% | $7,997+5.6% | $6,507+29.8% |
| Admin fee / account holder | $3,958 | $14,846-73.3% | $13,435-70.5% | $12,624-68.6% |