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 10-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 | $98,666 | $159,901-38.3% | $146,958-32.9% | $145,922-32.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 11.55% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,274 | $5,286-19.1% | $4,933-13.4% | $4,660-8.3% |
| Participant deferral / active EE | $6,483 | $8,428-23.1% | $8,070-19.7% | $6,688-3.1% |
| Admin fee / account holder | $8,436 | $15,044-43.9% | $12,998-35.1% | $13,397-37.0% |