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 | $60,800 | $148,534-59.1% | $135,903-55.3% | $139,434-56.4% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 35.26% | 79.19%-43.9pp | 68.23%-33.0pp | 372.94%-337.7pp |
| Employer contribution / active EE | $12,468 | $5,243+137.8% | $4,856+156.7% | $4,751+162.4% |
| Participant deferral / active EE | $10,549 | $8,100+30.2% | $7,758+36.0% | $6,710+57.2% |
| Admin fee / account holder | $1,597 | $12,400-87.1% | $10,762-85.2% | $11,403-86.0% |