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 7-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 | $88,471 | $165,984-46.7% | $164,813-46.3% | $145,922-39.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 15.33% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,061 | $5,273-23.0% | $4,341-6.5% | $4,660-12.9% |
| Participant deferral / active EE | $13,260 | $6,959+90.5% | $6,031+119.9% | $6,688+98.3% |
| Admin fee / account holder | $10,587 | $16,648-36.4% | $12,690-16.6% | $13,397-21.0% |