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 8-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 | $90,823 | $100,773-9.9% | $88,946+2.1% | $142,382-36.2% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 19.20% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $9,249 | $2,918+217.0% | $2,555+262.0% | $4,299+115.1% |
| Participant deferral / active EE | $3,334 | $5,230-36.3% | $4,581-27.2% | $6,507-48.8% |
| Admin fee / account holder | $1,279 | $9,693-86.8% | $8,261-84.5% | $12,624-89.9% |