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 6-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 | $91,786 | $183,519-50.0% | $155,509-41.0% | $145,922-37.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.28% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,190 | $5,313-2.3% | $4,672+11.1% | $4,660+11.4% |
| Participant deferral / active EE | $12,170 | $6,462+88.3% | $5,626+116.3% | $6,688+82.0% |
| Admin fee / account holder | $3,438 | $19,313-82.2% | $15,912-78.4% | $13,397-74.3% |