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 9-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 | $80,813 | $68,346+18.2% | $94,646-14.6% | $75,163+7.5% |
| Participation rate | 76.0% | 76.1%-0.1pp | 80.8%-4.8pp | 67.2%+8.8pp |
| Annual return | 26.88% | 616.93%-590.1pp | 156.71%-129.8pp | 160.62%-133.7pp |
| Employer contribution / active EE | $2,209 | $2,701-18.2% | $3,672-39.8% | $2,670-17.3% |
| Participant deferral / active EE | $5,646 | $6,537-13.6% | $7,418-23.9% | $4,125+36.9% |
| Admin fee / account holder | $984 | $5,326-81.5% | $7,231-86.4% | $5,651-82.6% |