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 | $133,166 | $209,411-36.4% | $178,490-25.4% | $158,922-16.2% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 12.40% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $6,954 | $5,706+21.9% | $5,011+38.8% | $4,761+46.1% |
| Participant deferral / active EE | $8,319 | $5,954+39.7% | $5,202+59.9% | $5,982+39.1% |
| Admin fee / account holder | $901 | $17,074-94.7% | $13,984-93.6% | $11,246-92.0% |