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 | $61,712 | $109,327-43.6% | $89,391-31.0% | $158,922-61.2% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 26.00% | 345.68%-319.7pp | 245.62%-219.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,577 | $3,170-18.7% | $2,586-0.3% | $4,761-45.9% |
| Participant deferral / active EE | $10,936 | $4,598+137.8% | $3,890+181.2% | $5,982+82.8% |
| Admin fee / account holder | $317 | $6,153-94.9% | $4,881-93.5% | $11,246-97.2% |