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 | $90,211 | $210,648-57.2% | $177,989-49.3% | $145,922-38.2% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 22.73% | 385.86%-363.1pp | 294.48%-271.8pp | 561.29%-538.6pp |
| Employer contribution / active EE | $2,613 | $4,565-42.7% | $3,949-33.8% | $4,660-43.9% |
| Participant deferral / active EE | $7,535 | $6,958+8.3% | $6,276+20.1% | $6,688+12.7% |
| Admin fee / account holder | $413 | $12,013-96.6% | $10,363-96.0% | $13,397-96.9% |