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 | $75,405 | $176,056-57.2% | $159,436-52.7% | $167,490-55.0% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 11.61% | 331.75%-320.1pp | 263.57%-252.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $5,701 | $5,297+7.6% | $4,829+18.1% | $4,837+17.9% |
| Participant deferral / active EE | $13,993 | $7,750+80.6% | $7,352+90.3% | $6,341+120.7% |
| Admin fee / account holder | $5,364 | $12,554-57.3% | $10,799-50.3% | $12,309-56.4% |