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 | $71,572 | $24,730+189.4% | $66,042+8.4% | $84,808-15.6% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 68.3%+6.7pp |
| Annual return | 73.35% | 79.55%-6.2pp | 52.11%+21.2pp | 40.90%+32.5pp |
| Employer contribution / active EE | $2,577 | $857+200.8% | $1,579+63.2% | $2,631-2.1% |
| Participant deferral / active EE | $5,273 | $1,737+203.6% | $2,835+86.0% | $4,212+25.2% |
| Admin fee / account holder | $1,193 | $3,014-60.4% | $5,747-79.2% | $7,344-83.8% |