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 | $86,189 | $157,256-45.2% | $141,162-38.9% | $152,861-43.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 24.47% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,376 | $5,261-35.8% | $4,735-28.7% | $4,762-29.1% |
| Participant deferral / active EE | $6,420 | $7,109-9.7% | $6,709-4.3% | $5,850+9.7% |
| Admin fee / account holder | $2,985 | $12,120-75.4% | $10,261-70.9% | $11,596-74.3% |