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 6-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 | $119,648 | $201,272-40.6% | $184,203-35.0% | $145,922-18.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.55% | 29.00%+13.5pp | 28.81%+13.7pp | 561.29%-518.7pp |
| Employer contribution / active EE | $7,099 | $7,022+1.1% | $6,427+10.5% | $4,660+52.4% |
| Participant deferral / active EE | $9,879 | $9,806+0.7% | $9,131+8.2% | $6,688+47.7% |
| Admin fee / account holder | $384 | $16,364-97.7% | $13,901-97.2% | $13,397-97.1% |