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 | $75,849 | $57,016+33.0% | $84,966-10.7% | $80,856-6.2% |
| Participation rate | 95.7% | 56.3%+39.3pp | 67.5%+28.2pp | 67.6%+28.0pp |
| Annual return | 89.15% | 21.66%+67.5pp | 66.38%+22.8pp | 35.59%+53.6pp |
| Employer contribution / active EE | $16,420 | $1,798+813.4% | $2,727+502.1% | $2,755+496.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,547 | $4,980+31.5% | $6,149+6.5% | $6,918-5.4% |