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 6-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 | $80,675 | $210,648-61.7% | $177,989-54.7% | $145,922-44.7% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 10.41% | 385.86%-375.4pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,093 | $4,565-10.3% | $3,949+3.7% | $4,660-12.2% |
| Participant deferral / active EE | $8,857 | $6,958+27.3% | $6,276+41.1% | $6,688+32.4% |
| Admin fee / account holder | $3,364 | $12,013-72.0% | $10,363-67.5% | $13,397-74.9% |