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 | $203,075 | $165,984+22.3% | $164,813+23.2% | $145,922+39.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 16.99% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,329 | $5,273-36.9% | $4,341-23.3% | $4,660-28.5% |
| Participant deferral / active EE | $5,537 | $6,959-20.4% | $6,031-8.2% | $6,688-17.2% |
| Admin fee / account holder | $30,565 | $16,648+83.6% | $12,690+140.9% | $13,397+128.2% |