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 | $75,856 | $133,922-43.4% | $116,228-34.7% | $142,382-46.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 23.46% | 147.76%-124.3pp | 90.06%-66.6pp | 217.08%-193.6pp |
| Employer contribution / active EE | $12,115 | $3,446+251.6% | $2,994+304.6% | $4,299+181.8% |
| Participant deferral / active EE | $19,706 | $5,672+247.4% | $4,953+297.9% | $6,507+202.8% |
| Admin fee / account holder | $23,442 | $14,945+56.9% | $11,989+95.5% | $12,624+85.7% |