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 4-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 | $69,241 | $108,919-36.4% | $100,391-31.0% | $145,922-52.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 23.97% | 57.88%-33.9pp | 49.20%-25.2pp | 561.29%-537.3pp |
| Employer contribution / active EE | $13,063 | $4,419+195.6% | $3,942+231.4% | $4,660+180.3% |
| Participant deferral / active EE | $11,251 | $8,445+33.2% | $8,082+39.2% | $6,688+68.2% |
| Admin fee / account holder | $511 | $9,689-94.7% | $7,899-93.5% | $13,397-96.2% |