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 | $90,474 | $209,411-56.8% | $178,490-49.3% | $158,922-43.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 25.74% | 188.75%-163.0pp | 151.07%-125.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $10,773 | $5,706+88.8% | $5,011+115.0% | $4,761+126.3% |
| Participant deferral / active EE | $6,370 | $5,954+7.0% | $5,202+22.5% | $5,982+6.5% |
| Admin fee / account holder | $530 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |