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 | $95,210 | $177,572-46.4% | $154,803-38.5% | $142,382-33.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,111 | $4,810-35.3% | $4,305-27.8% | $4,299-27.6% |
| Participant deferral / active EE | $4,423 | $6,272-29.5% | $5,540-20.2% | $6,507-32.0% |
| Admin fee / account holder | $1,156 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |