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 | $94,684 | $185,822-49.0% | $169,993-44.3% | $139,434-32.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.64% | 60.50%-34.9pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $26,233 | $7,590+245.6% | $6,785+286.6% | $4,751+452.2% |
| Participant deferral / active EE | $16,188 | $11,622+39.3% | $10,408+55.5% | $6,710+141.2% |
| Admin fee / account holder | $1,245 | $15,381-91.9% | $12,815-90.3% | $11,403-89.1% |