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 9-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 | $99,101 | $209,411-52.7% | $178,490-44.5% | $158,922-37.6% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 6.52% | 188.75%-182.2pp | 151.07%-144.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,699 | $5,706-70.2% | $5,011-66.1% | $4,761-64.3% |
| Participant deferral / active EE | $3,042 | $5,954-48.9% | $5,202-41.5% | $5,982-49.1% |
| Admin fee / account holder | $1,173 | $17,074-93.1% | $13,984-91.6% | $11,246-89.6% |