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 | $78,952 | $165,984-52.4% | $164,813-52.1% | $145,922-45.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.47% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $9,141 | $5,273+73.4% | $4,341+110.6% | $4,660+96.2% |
| Participant deferral / active EE | $11,867 | $6,959+70.5% | $6,031+96.8% | $6,688+77.4% |
| Admin fee / account holder | $781 | $16,648-95.3% | $12,690-93.8% | $13,397-94.2% |