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 | $88,051 | $148,534-40.7% | $135,903-35.2% | $139,434-36.9% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 22.41% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $6,012 | $5,243+14.7% | $4,856+23.8% | $4,751+26.5% |
| Participant deferral / active EE | $13,257 | $8,100+63.7% | $7,758+70.9% | $6,710+97.6% |
| Admin fee / account holder | $2,398 | $12,400-80.7% | $10,762-77.7% | $11,403-79.0% |