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 | $60,167 | $175,202-65.7% | $149,673-59.8% | $139,434-56.8% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 19.18% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,153 | $5,474-60.7% | $4,818-55.3% | $4,751-54.7% |
| Participant deferral / active EE | $4,019 | $6,519-38.3% | $5,680-29.2% | $6,710-40.1% |
| Admin fee / account holder | $590 | $16,150-96.3% | $13,210-95.5% | $11,403-94.8% |