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 | $99,545 | $107,334-7.3% | $92,893+7.2% | $152,861-34.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 24.89% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,315 | $4,221+2.2% | $3,653+18.1% | $4,762-9.4% |
| Participant deferral / active EE | $6,489 | $4,845+33.9% | $4,236+53.2% | $5,850+10.9% |
| Admin fee / account holder | $1,046 | $7,079-85.2% | $5,794-82.0% | $11,596-91.0% |