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 7-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 | $96,751 | $148,534-34.9% | $135,903-28.8% | $139,434-30.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 34.76% | 79.19%-44.4pp | 68.23%-33.5pp | 372.94%-338.2pp |
| Employer contribution / active EE | $3,606 | $5,243-31.2% | $4,856-25.8% | $4,751-24.1% |
| Participant deferral / active EE | $9,473 | $8,100+17.0% | $7,758+22.1% | $6,710+41.2% |
| Admin fee / account holder | $337 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |