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 | $99,721 | $102,317-2.5% | $146,958-32.1% | $80,856+23.3% |
| Participation rate | 89.1% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 12.90% | 134.76%-121.9pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,687 | $3,713+214.7% | $4,933+136.9% | $2,755+324.2% |
| Participant deferral / active EE | $7,979 | $6,644+20.1% | $8,070-1.1% | $4,296+85.7% |
| Admin fee / account holder | $783 | $7,941-90.1% | $12,998-94.0% | $6,918-88.7% |