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 5-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 | $86,269 | $112,881-23.6% | $90,951-5.1% | $158,922-45.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 14.65% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,554 | $2,893+57.4% | $2,122+114.6% | $4,761-4.4% |
| Participant deferral / active EE | $9,871 | $4,128+139.2% | $3,373+192.7% | $5,982+65.0% |
| Admin fee / account holder | $1,218 | $8,041-84.8% | $5,959-79.6% | $11,246-89.2% |