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 | $91,375 | $102,317-10.7% | $146,958-37.8% | $80,856+13.0% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 16.21% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,471 | $3,713+20.4% | $4,933-9.4% | $2,755+62.3% |
| Participant deferral / active EE | $9,197 | $6,644+38.4% | $8,070+14.0% | $4,296+114.1% |
| Admin fee / account holder | $1,635 | $7,941-79.4% | $12,998-87.4% | $6,918-76.4% |