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 | $87,411 | $176,377-50.4% | $134,143-34.8% | $158,922-45.0% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 15.39% | 63.63%-48.2pp | 36.33%-20.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,719 | $5,040-46.0% | $3,704-26.6% | $4,761-42.9% |
| Participant deferral / active EE | $8,589 | $4,091+109.9% | $3,499+145.5% | $5,982+43.6% |
| Admin fee / account holder | $6,774 | $8,718-22.3% | $6,684+1.3% | $11,246-39.8% |