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 10-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 | $80,538 | $209,411-61.5% | $178,490-54.9% | $158,922-49.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 26.67% | 188.75%-162.1pp | 151.07%-124.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $16,945 | $5,706+196.9% | $5,011+238.2% | $4,761+255.9% |
| Participant deferral / active EE | $9,698 | $5,954+62.9% | $5,202+86.5% | $5,982+62.1% |
| Admin fee / account holder | $426 | $17,074-97.5% | $13,984-97.0% | $11,246-96.2% |