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 | $91,816 | $159,602-42.5% | $150,045-38.8% | $142,382-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 74.52% | 70.24%+4.3pp | 62.55%+12.0pp | 217.08%-142.6pp |
| Employer contribution / active EE | $4,675 | $4,961-5.8% | $4,693-0.4% | $4,299+8.7% |
| Participant deferral / active EE | $8,441 | $8,310+1.6% | $7,997+5.6% | $6,507+29.7% |
| Admin fee / account holder | $1,230 | $14,846-91.7% | $13,435-90.8% | $12,624-90.3% |