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 | $88,288 | $91,538-3.6% | $129,995-32.1% | $75,163+17.5% |
| Participation rate | 93.5% | 71.4%+22.1pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 35.25% | -631.11%+666.4pp | -137.18%+172.4pp | 160.62%-125.4pp |
| Employer contribution / active EE | $3,706 | $2,845+30.2% | $4,320-14.2% | $2,670+38.8% |
| Participant deferral / active EE | $9,212 | $4,341+112.2% | $5,820+58.3% | $4,125+123.3% |
| Admin fee / account holder | $1,962 | $6,790-71.1% | $10,614-81.5% | $5,651-65.3% |