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 | $65,965 | $54,705+20.6% | $71,209-7.4% | $84,808-22.2% |
| Participation rate | 98.0% | 64.1%+33.9pp | 73.8%+24.2pp | 68.3%+29.7pp |
| Annual return | 24.33% | 35.90%-11.6pp | 282.51%-258.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $5,269 | $2,158+144.2% | $2,721+93.7% | $2,631+100.3% |
| Participant deferral / active EE | $8,163 | $3,030+169.4% | $4,175+95.5% | $4,212+93.8% |
| Admin fee / account holder | $4,161 | $4,863-14.4% | $5,349-22.2% | $7,344-43.3% |