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 | $70,225 | $116,175-39.6% | $93,606-25.0% | $152,861-54.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 90.28% | 35.96%+54.3pp | 32.76%+57.5pp | 345.32%-255.0pp |
| Employer contribution / active EE | $4,990 | $3,218+55.1% | $2,718+83.6% | $4,762+4.8% |
| Participant deferral / active EE | $11,628 | $4,603+152.6% | $4,069+185.8% | $5,850+98.8% |
| Admin fee / account holder | $1,267 | $10,748-88.2% | $7,888-83.9% | $11,596-89.1% |