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 | $80,259 | $159,901-49.8% | $146,958-45.4% | $145,922-45.0% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 13.01% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,058 | $8,428+31.2% | $8,070+37.0% | $6,688+65.4% |
| Admin fee / account holder | $828 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |