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 9-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 | $71,290 | $105,181-32.2% | $159,436-55.3% | $85,850-17.0% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.8%-8.8pp | 69.3%+4.7pp |
| Annual return | 17.04% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,213 | $3,318-3.2% | $4,829-33.5% | $2,565+25.3% |
| Participant deferral / active EE | $8,048 | $5,945+35.4% | $7,352+9.5% | $3,952+103.6% |
| Admin fee / account holder | $9,045 | $6,933+30.5% | $10,799-16.2% | $6,260+44.5% |