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 | $115,003 | $183,519-37.3% | $155,509-26.0% | $145,922-21.2% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 11.90% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,069 | $6,462-37.0% | $5,626-27.7% | $6,688-39.2% |
| Admin fee / account holder | $27,444 | $19,313+42.1% | $15,912+72.5% | $13,397+104.9% |