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 6-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 | $98,984 | $159,901-38.1% | $146,958-32.6% | $145,922-32.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.40% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,359 | $5,286+77.1% | $4,933+89.7% | $4,660+100.9% |
| Participant deferral / active EE | $10,463 | $8,428+24.1% | $8,070+29.7% | $6,688+56.4% |
| Admin fee / account holder | $3,412 | $15,044-77.3% | $12,998-73.7% | $13,397-74.5% |