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 | $68,880 | $165,984-58.5% | $164,813-58.2% | $145,922-52.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 17.69% | 100.03%-82.3pp | 69.93%-52.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,290 | $5,273-18.6% | $4,341-1.2% | $4,660-7.9% |
| Participant deferral / active EE | $9,581 | $6,959+37.7% | $6,031+58.9% | $6,688+43.3% |
| Admin fee / account holder | $619 | $16,648-96.3% | $12,690-95.1% | $13,397-95.4% |