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 | $59,056 | $149,734-60.6% | $118,925-50.3% | $158,922-62.8% |
| Participation rate | 81.0% | 82.1%-1.1pp | 75.4%+5.6pp | 82.0%-1.0pp |
| Annual return | 44.76% | 19.95%+24.8pp | 35.88%+8.9pp | 302.83%-258.1pp |
| Employer contribution / active EE | $3,874 | $4,115-5.9% | $3,263+18.7% | $4,761-18.6% |
| Participant deferral / active EE | $8,751 | $5,223+67.5% | $4,265+105.2% | $5,982+46.3% |
| Admin fee / account holder | $2,658 | $8,603-69.1% | $6,581-59.6% | $11,246-76.4% |