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 4-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 | $77,923 | $108,919-28.5% | $100,391-22.4% | $145,922-46.6% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 15.39% | 57.88%-42.5pp | 49.20%-33.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $20,101 | $4,419+354.9% | $3,942+410.0% | $4,660+331.4% |
| Participant deferral / active EE | $25,520 | $8,445+202.2% | $8,082+215.8% | $6,688+281.6% |
| Admin fee / account holder | $18,174 | $9,689+87.6% | $7,899+130.1% | $13,397+35.7% |