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 8-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 | $121,257 | $183,519-33.9% | $155,509-22.0% | $145,922-16.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 22.81% | 61.17%-38.4pp | 64.67%-41.9pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,614 | $5,313-69.6% | $4,672-65.5% | $4,660-65.4% |
| Participant deferral / active EE | $10,883 | $6,462+68.4% | $5,626+93.4% | $6,688+62.7% |
| Admin fee / account holder | $4,866 | $19,313-74.8% | $15,912-69.4% | $13,397-63.7% |