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 6-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 | $99,728 | $138,065-27.8% | $123,544-19.3% | $135,375-26.3% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | 11.27% | 153.68%-142.4pp | 119.20%-107.9pp | 519.73%-508.5pp |
| Employer contribution / active EE | $2,857 | $5,151-44.5% | $4,628-38.3% | $4,779-40.2% |
| Participant deferral / active EE | $6,468 | $6,799-4.9% | $6,426+0.7% | $5,609+15.3% |
| Admin fee / account holder | $918 | $10,916-91.6% | $9,284-90.1% | $10,827-91.5% |