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 | $53,421 | $138,065-61.3% | $123,544-56.8% | $135,375-60.5% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | 8.81% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $5,432 | $5,151+5.4% | $4,628+17.4% | $4,779+13.7% |
| Participant deferral / active EE | $11,284 | $6,799+66.0% | $6,426+75.6% | $5,609+101.2% |
| Admin fee / account holder | $13,969 | $10,916+28.0% | $9,284+50.5% | $10,827+29.0% |