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 | $81,082 | $159,901-49.3% | $146,958-44.8% | $145,922-44.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 16.60% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $9,330 | $5,286+76.5% | $4,933+89.1% | $4,660+100.2% |
| Participant deferral / active EE | $7,341 | $8,428-12.9% | $8,070-9.0% | $6,688+9.8% |
| Admin fee / account holder | $665 | $15,044-95.6% | $12,998-94.9% | $13,397-95.0% |