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 | $87,380 | $198,466-56.0% | $170,442-48.7% | $147,584-40.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.29% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,227 | $6,184+0.7% | $5,433+14.6% | $4,876+27.7% |
| Participant deferral / active EE | $3,894 | $5,629-30.8% | $4,939-21.2% | $5,439-28.4% |
| Admin fee / account holder | $6,074 | $16,852-64.0% | $13,880-56.2% | $10,885-44.2% |