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 | $111,474 | $108,919+2.3% | $100,391+11.0% | $145,922-23.6% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 15.25% | 57.88%-42.6pp | 49.20%-34.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,120 | $4,419+15.9% | $3,942+29.9% | $4,660+9.9% |
| Participant deferral / active EE | $14,144 | $8,445+67.5% | $8,082+75.0% | $6,688+111.5% |
| Admin fee / account holder | $441 | $9,689-95.4% | $7,899-94.4% | $13,397-96.7% |