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 9-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 | $82,900 | $114,381-27.5% | $107,525-22.9% | $142,382-41.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.22% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,089 | $4,015+1.9% | $3,754+8.9% | $4,299-4.9% |
| Participant deferral / active EE | $9,442 | $5,564+69.7% | $5,116+84.6% | $6,507+45.1% |
| Admin fee / account holder | $466 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |