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 | $100,295 | $165,984-39.6% | $164,813-39.1% | $145,922-31.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 12.52% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,135 | $5,273-2.6% | $4,341+18.3% | $4,660+10.2% |
| Participant deferral / active EE | $7,477 | $6,959+7.4% | $6,031+24.0% | $6,688+11.8% |
| Admin fee / account holder | $419 | $16,648-97.5% | $12,690-96.7% | $13,397-96.9% |