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 7-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 | $55,599 | $197,591-71.9% | $177,821-68.7% | $158,922-65.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 8.67% | 58.76%-50.1pp | 48.32%-39.6pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,828 | $6,697-42.8% | $5,918-35.3% | $4,761-19.6% |
| Participant deferral / active EE | $4,847 | $8,405-42.3% | $7,714-37.2% | $5,982-19.0% |
| Admin fee / account holder | $319 | $15,399-97.9% | $12,427-97.4% | $11,246-97.2% |