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 | $98,433 | $159,901-38.4% | $146,958-33.0% | $145,922-32.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.42% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $9,242 | $5,286+74.8% | $4,933+87.4% | $4,660+98.3% |
| Participant deferral / active EE | $8,797 | $8,428+4.4% | $8,070+9.0% | $6,688+31.5% |
| Admin fee / account holder | $2,998 | $15,044-80.1% | $12,998-76.9% | $13,397-77.6% |