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 | $82,995 | $176,056-52.9% | $159,436-47.9% | $167,490-50.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 30.86% | 331.75%-300.9pp | 263.57%-232.7pp | 478.56%-447.7pp |
| Employer contribution / active EE | $11,392 | $5,297+115.1% | $4,829+135.9% | $4,837+135.5% |
| Participant deferral / active EE | $10,885 | $7,750+40.5% | $7,352+48.1% | $6,341+71.7% |
| Admin fee / account holder | $995 | $12,554-92.1% | $10,799-90.8% | $12,309-91.9% |