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 | $81,136 | $137,414-41.0% | $189,513-57.2% | $85,850-5.5% |
| Participation rate | 97.1% | 84.6%+12.5pp | 87.8%+9.3pp | 69.3%+27.8pp |
| Annual return | 16.99% | 38.14%-21.1pp | 555.15%-538.2pp | 318.53%-301.5pp |
| Employer contribution / active EE | $4,770 | $4,344+9.8% | $6,162-22.6% | $2,565+86.0% |
| Participant deferral / active EE | $9,251 | $6,260+47.8% | $8,221+12.5% | $3,952+134.1% |
| Admin fee / account holder | $10,077 | $8,630+16.8% | $12,045-16.3% | $6,260+61.0% |