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 | $90,504 | $209,832-56.9% | $189,513-52.2% | $167,490-46.0% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 16.44% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,890 | $6,914-29.3% | $6,162-20.6% | $4,837+1.1% |
| Participant deferral / active EE | $8,666 | $8,935-3.0% | $8,221+5.4% | $6,341+36.7% |
| Admin fee / account holder | $2,203 | $14,293-84.6% | $12,045-81.7% | $12,309-82.1% |