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 8-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 | $109,547 | $159,901-31.5% | $146,958-25.5% | $145,922-24.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 17.05% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,472 | $5,286+22.4% | $4,933+31.2% | $4,660+38.9% |
| Participant deferral / active EE | $4,132 | $8,428-51.0% | $8,070-48.8% | $6,688-38.2% |
| Admin fee / account holder | $3,140 | $15,044-79.1% | $12,998-75.8% | $13,397-76.6% |