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 | $77,823 | $107,334-27.5% | $92,893-16.2% | $152,861-49.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 27.54% | 145.58%-118.0pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $4,928 | $4,221+16.7% | $3,653+34.9% | $4,762+3.5% |
| Participant deferral / active EE | $15,997 | $4,845+230.2% | $4,236+277.6% | $5,850+173.4% |
| Admin fee / account holder | $707 | $7,079-90.0% | $5,794-87.8% | $11,596-93.9% |